Proactive Wealth Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Proactive Wealth Strategies’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	$2.74M	Sell	18,735 -307	-2%	-$42.3K	0.44%	63
2026 Q1	$2.44M	Buy	19,042 +9,352	+97%	+$1.27M	0.46%	61
2025 Q4	$1.33M	Sell	9,690 -32	-0.3%	-$4.47K	0.53%	57
2025 Q3	$1.38M	Buy	9,722 +8	+0.1%	+$1.13K	0.6%	57
2025 Q2	$1.35M	Sell	9,714 -65	-0.7%	-$8.22K	0.64%	54
2025 Q1	$1.15M	Buy	9,779 +8	+0.1%	+$1.03K	0.61%	55
2024 Q4	$1.24M	Buy	9,771 +99	+1%	+$12.6K	0.65%	52
2024 Q3	$1.13M	Buy	+9,672	New	+$1.08M	0.63%	50

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Proactive Wealth Strategies's IWP Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2026, selling an estimated $42.3K and leaving 18,735 shares worth $2.74M. The position accounts for 0.44% of the portfolio, ranked #63.

Proactive Wealth Strategies first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. 872 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Proactive Wealth Strategies held 18,735 shares of iShares Russell Mid-Cap Growth ETF worth $2.74M as of Q2 2026.
Proactive Wealth Strategies sold 307 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $42.3K.
iShares Russell Mid-Cap Growth ETF made up 0.44% of Proactive Wealth Strategies's portfolio in Q2 2026, its #63 holding.
Proactive Wealth Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
872 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.