Pittenger & Anderson Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pittenger & Anderson Inc’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.9K	Hold	320	–	–	﹤0.01%	318
2026 Q1	$41K	Hold	320	–	–	﹤0.01%	328
2025 Q4	$43.8K	Hold	320	–	–	﹤0.01%	308
2025 Q3	$45.6K	Hold	320	–	–	﹤0.01%	302
2025 Q2	$44.4K	Hold	320	–	–	﹤0.01%	292
2025 Q1	$37.6K	Hold	320	–	–	﹤0.01%	297
2024 Q4	$40.6K	Hold	320	–	–	﹤0.01%	303
2024 Q3	$37.5K	Hold	320	–	–	﹤0.01%	314
2024 Q2	$35.3K	Sell	320 -80	-20%	-$8.79K	﹤0.01%	314
2024 Q1	$45.7K	Hold	400	–	–	﹤0.01%	298
2023 Q4	$41.8K	Hold	400	–	–	﹤0.01%	298
2023 Q3	$36.5K	Hold	400	–	–	﹤0.01%	285
2023 Q2	$38.7K	Hold	400	–	–	﹤0.01%	286
2023 Q1	$36.4K	Buy	+400	New	+$35.7K	﹤0.01%	289

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Pittenger & Anderson Inc's IWP Position: Q2 2026 in Review

Pittenger & Anderson Inc held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 320 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Pittenger & Anderson Inc first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pittenger & Anderson Inc held 320 shares of iShares Russell Mid-Cap Growth ETF worth $46.9K as of Q2 2026.
Pittenger & Anderson Inc left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #318 holding.
Pittenger & Anderson Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.