Planning Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Planning Strategies’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	$6.88K	Buy	+47	New	+$6.48K	﹤0.01%	381

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planning Strategies's IWP Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 47 shares worth $6.88K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings.

1,174 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Planning Strategies held 47 shares of iShares Russell Mid-Cap Growth ETF worth $6.88K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Planning Strategies position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #381 holding.
1,174 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.