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

Private Wealth Management 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	$119K	Sell	814 -168	-17%	-$23.2K	0.03%	152
2026 Q1	$126K	Hold	982	–	–	0.03%	118
2025 Q4	$134K	Buy	982 +814	+485%	+$114K	0.04%	104
2025 Q3	$23.9K	Buy	+168	New	+$23.7K	0.01%	290
2024 Q3	–	Sell	-1,117	Closed	-$123K	–	1524
2024 Q2	$123K	Buy	+1,117	New	+$123K	0.05%	94

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 Management Group's IWP Position: Q2 2026 in Review

Private Wealth Management Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 17% in Q2 2026, selling an estimated $23.2K and leaving 814 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #152.

Private Wealth Management Group first reported a position in IWP in Q2 2024 and has held it in 5 quarters since. The position peaked at $134K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Private Wealth Management Group held 814 shares of iShares Russell Mid-Cap Growth ETF worth $119K as of Q2 2026.
Private Wealth Management Group sold 168 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $23.2K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #152 holding.
Private Wealth Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
Private Wealth Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $134K in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.