PPS&V Asset Management Consultants’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PPS&V Asset Management Consultants’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	$271K	Hold	1,852	–	–	0.15%	36
2026 Q1	$237K	Hold	1,852	–	–	0.14%	38
2025 Q4	$254K	Hold	1,852	–	–	0.15%	40
2025 Q3	$264K	Hold	1,852	–	–	0.15%	36
2025 Q2	$257K	Hold	1,852	–	–	0.16%	38
2025 Q1	$218K	Hold	1,852	–	–	0.16%	37
2024 Q4	$235K	Hold	1,852	–	–	0.16%	37
2024 Q3	$217K	Hold	1,852	–	–	0.15%	39
2024 Q2	$204K	Sell	1,852 -55	-3%	-$6.04K	0.15%	37
2024 Q1	$218K	Sell	1,907 -360	-16%	-$38.9K	0.16%	35
2023 Q4	$237K	Sell	2,267 -217	-9%	-$20.6K	0.18%	35
2023 Q3	$227K	Buy	2,484 +245	+11%	+$23.4K	0.2%	36
2023 Q2	$251K	Sell	2,239 -360	-14%	-$32.8K	0.2%	35
2023 Q1	$237K	Sell	2,599 -549	-17%	-$49K	0.2%	36
2022 Q4	$263K	Buy	+3,148	New	+$265K	0.25%	32

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

PPS&V Asset Management Consultants's IWP Position: Q2 2026 in Review

PPS&V Asset Management Consultants held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,852 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #36.

PPS&V Asset Management Consultants first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 372 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

PPS&V Asset Management Consultants held 1,852 shares of iShares Russell Mid-Cap Growth ETF worth $271K as of Q2 2026.
PPS&V Asset Management Consultants left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.15% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #36 holding.
PPS&V Asset Management Consultants first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
372 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.