Post Resch Tallon Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Post Resch Tallon Group’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	$2.52M	Buy	17,207 +53	+0.3%	+$7.3K	1.74%	13
2026 Q1	$2.22M	Buy	17,154 +165	+1%	+$22.3K	1.79%	14
2025 Q4	$2.33M	Buy	16,989 +414	+2%	+$57.9K	1.97%	13
2025 Q3	$2.36M	Buy	16,575 +365	+2%	+$51.6K	2.09%	13
2025 Q2	$2.25M	Buy	16,210 +6	+0%	+$759	2.17%	13
2025 Q1	$1.9M	Buy	16,204 +1,510	+10%	+$194K	1.94%	14
2024 Q4	$1.87M	Buy	+14,694	New	+$1.87M	1.8%	18

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Post Resch Tallon Group's IWP Position: Q2 2026 in Review

Post Resch Tallon Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.31% in Q2 2026, buying an estimated $7.3K and bringing the position to 17,207 shares worth $2.52M. The position accounts for 1.74% of the portfolio, ranked #13.

Post Resch Tallon Group first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Post Resch Tallon Group held 17,207 shares of iShares Russell Mid-Cap Growth ETF worth $2.52M as of Q2 2026.
Post Resch Tallon Group bought 53 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.3K.
iShares Russell Mid-Cap Growth ETF made up 1.74% of Post Resch Tallon Group's portfolio in Q2 2026, its #13 holding.
Post Resch Tallon Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.