Private Wealth Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Private Wealth Asset Management’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	$9.03M	Sell	61,655 -5,641	-8%	-$778K	0.87%	26
2026 Q1	$8.62M	Buy	67,296 +5,487	+9%	+$742K	0.92%	25
2025 Q4	$8.46M	Sell	61,809 -800	-1%	-$112K	0.92%	25
2025 Q3	$8.92M	Sell	62,609 -1,584	-2%	-$224K	1.05%	19
2025 Q2	$8.9M	Sell	64,193 -644	-1%	-$81.5K	1.18%	17
2025 Q1	$7.62M	Buy	+64,837	New	+$8.34M	1.1%	18

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

Private Wealth Asset Management's IWP Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.4% in Q2 2026, selling an estimated $778K and leaving 61,655 shares worth $9.03M. The position accounts for 0.87% of the portfolio, ranked #26.

Private Wealth Asset Management first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Private Wealth Asset Management held 61,655 shares of iShares Russell Mid-Cap Growth ETF worth $9.03M as of Q2 2026.
Private Wealth Asset Management sold 5,641 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $778K.
iShares Russell Mid-Cap Growth ETF made up 0.87% of Private Wealth Asset Management's portfolio in Q2 2026, its #26 holding.
Private Wealth Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.