Processus Wealth & Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Processus Wealth & Capital 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	$5.27M	Buy	35,981 +1,114	+3%	+$154K	3.12%	11
2026 Q1	$4.47M	Buy	34,867 +1,180	+4%	+$160K	3.03%	14
2025 Q4	$4.61M	Buy	33,687 +2,227	+7%	+$311K	3.04%	12
2025 Q3	$4.48M	Buy	31,460 +6,291	+25%	+$889K	3.21%	11
2025 Q2	$3.49M	Sell	25,169 -227	-0.9%	-$28.7K	2.76%	14
2025 Q1	$2.98M	Buy	25,396 +517	+2%	+$66.5K	2.54%	17
2024 Q4	$3.15M	Sell	24,879 -573	-2%	-$72.8K	2.51%	15
2024 Q3	$2.99M	Sell	25,452 -795	-3%	-$88.9K	2.46%	18
2024 Q2	$2.9M	Buy	26,247 +152	+0.6%	+$16.7K	2.4%	17
2024 Q1	$2.98M	Buy	26,095 +1,020	+4%	+$110K	2.64%	17
2023 Q4	$2.62M	Buy	+25,075	New	+$2.38M	2.62%	15

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

Processus Wealth & Capital Management's IWP Position: Q2 2026 in Review

Processus Wealth & Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.2% in Q2 2026, buying an estimated $154K and bringing the position to 35,981 shares worth $5.27M. The position accounts for 3.12% of the portfolio, ranked #11.

Processus Wealth & Capital Management first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Processus Wealth & Capital Management held 35,981 shares of iShares Russell Mid-Cap Growth ETF worth $5.27M as of Q2 2026.
Processus Wealth & Capital Management bought 1,114 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $154K.
iShares Russell Mid-Cap Growth ETF made up 3.12% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #11 holding.
Processus Wealth & Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.