Plante Moran Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Plante Moran Financial Advisors’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	$194M	Buy	1,324,615 +1,324,377	+556,461%	+$183M	9.02%	3
2026 Q1	$30.5K	Buy	238 +38	+19%	+$5.14K	﹤0.01%	380
2025 Q4	$27.4K	Hold	200	–	–	﹤0.01%	396
2025 Q3	$28.5K	Hold	200	–	–	﹤0.01%	422
2025 Q2	$27.7K	Hold	200	–	–	﹤0.01%	437
2025 Q1	$23.5K	Hold	200	–	–	﹤0.01%	459
2024 Q4	$25.4K	Hold	200	–	–	﹤0.01%	450
2024 Q3	$23.5K	Sell	200 -558	-74%	-$62.4K	﹤0.01%	501
2024 Q2	$83.6K	Buy	758 +558	+279%	+$61.3K	0.01%	270
2024 Q1	$22.8K	Sell	200 -45	-18%	-$4.87K	﹤0.01%	485
2023 Q4	$25.6K	Buy	245 +45	+23%	+$4.27K	﹤0.01%	414
2023 Q3	$18.3K	Sell	200 -16	-7%	-$1.53K	﹤0.01%	446
2023 Q2	$20.9K	Sell	216 -2,184	-91%	-$199K	﹤0.01%	434
2023 Q1	$219K	Hold	2,400	–	–	0.03%	139
2022 Q4	$201K	Sell	2,400 -635	-21%	-$53.4K	0.03%	155
2022 Q3	$238K	Sell	3,035 -640	-17%	-$55.1K	0.04%	128
2022 Q2	$291K	Buy	3,675 +640	+21%	+$55.7K	0.05%	119
2022 Q1	$305K	Sell	3,035 -514	-14%	-$51.2K	0.06%	121
2021 Q4	$409K	Hold	3,549	–	–	0.07%	104
2021 Q3	$398K	Buy	3,549 +89	+3%	+$10.2K	0.09%	112
2021 Q2	$392K	Buy	3,460 +180	+5%	+$19.2K	0.1%	103
2021 Q1	$335K	Hold	3,280	–	–	0.09%	116
2020 Q4	$337K	Hold	3,280	–	–	0.1%	117
2020 Q3	$284K	Sell	3,280 -286	-8%	-$24.1K	0.1%	112
2020 Q2	$282K	Sell	3,566 -354	-9%	-$25.7K	0.11%	99
2020 Q1	$238K	Sell	3,920 -274	-7%	-$20K	0.11%	96
2019 Q4	$320K	Buy	4,194 +324	+8%	+$23.8K	0.11%	115
2019 Q3	$274K	Buy	3,870 +460	+13%	+$33.1K	0.08%	130
2019 Q2	$243K	Hold	3,410	–	–	0.07%	126
2019 Q1	$231K	Hold	3,410	–	–	0.07%	133
2018 Q4	$194K	Sell	3,410 -88	-3%	-$5.35K	0.07%	136
2018 Q3	$237K	Hold	3,498	–	–	0.08%	132
2018 Q2	$222K	Sell	3,498 -218	-6%	-$13.7K	0.11%	148
2018 Q1	$228K	Buy	3,716 +218	+6%	+$13.6K	0.12%	131
2017 Q4	$211K	Hold	3,498	–	–	0.12%	133
2017 Q3	$198K	Sell	3,498 -58	-2%	-$3.18K	0.12%	130
2017 Q2	$192K	Buy	3,556 +324	+10%	+$17.2K	0.12%	125
2017 Q1	$168K	Sell	3,232 -200	-6%	-$10.2K	0.1%	144
2016 Q4	$167K	Buy	3,432 +48	+1%	+$2.31K	0.1%	142
2016 Q3	$165K	Sell	3,384 -300	-8%	-$14.5K	0.11%	140
2016 Q2	$172K	Hold	3,684	–	–	0.12%	128
2016 Q1	$170K	Sell	3,684 -2,486	-40%	-$107K	0.13%	124
2015 Q4	$284K	Hold	6,170	–	–	0.21%	82
2015 Q3	$273K	Buy	6,170 +2,078	+51%	+$98.5K	0.21%	86
2015 Q2	$198K	Sell	4,092 -1,794	-30%	-$88.5K	0.14%	113
2015 Q1	$288K	Hold	5,886	–	–	0.2%	90
2014 Q4	$274K	Buy	5,886 +42	+0.7%	+$1.9K	0.2%	83
2014 Q3	$258K	Buy	5,844 +2,838	+94%	+$127K	0.23%	76
2014 Q2	$135K	Hold	3,006	–	–	0.12%	117
2014 Q1	$129K	Sell	3,006 -720	-19%	-$30.6K	0.14%	94
2013 Q4	$157K	Buy	3,726 +720	+24%	+$29.1K	0.09%	107
2013 Q3	$118K	Hold	3,006	–	–	0.07%	97
2013 Q2	$108K	Buy	+3,006	New	+$107K	0.08%	95

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

Plante Moran Financial Advisors's IWP Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 556,461% in Q2 2026, buying an estimated $183M and bringing the position to 1,324,615 shares worth $194M. The position accounts for 9.02% of the portfolio, ranked #3.

Plante Moran Financial Advisors first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Plante Moran Financial Advisors held 1,324,615 shares of iShares Russell Mid-Cap Growth ETF worth $194M as of Q2 2026.
Plante Moran Financial Advisors bought 1,324,377 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $183M.
iShares Russell Mid-Cap Growth ETF made up 9.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #3 holding.
Plante Moran Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.