Prosperity Consulting Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Prosperity Consulting 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	$13.7M	Buy	93,825 +13,097	+16%	+$1.81M	0.52%	34
2026 Q1	$10.3M	Buy	80,728 +4,332	+6%	+$586K	0.46%	39
2025 Q4	$10.5M	Buy	76,396 +20,756	+37%	+$2.9M	0.47%	37
2025 Q3	$7.92M	Buy	55,640 +1,756	+3%	+$248K	0.39%	47
2025 Q2	$7.47M	Buy	53,884 +1,678	+3%	+$212K	0.55%	40
2025 Q1	$6.13M	Buy	52,206 +2,976	+6%	+$383K	0.47%	48
2024 Q4	$6.24M	Buy	49,230 +113	+0.2%	+$14.4K	0.47%	46
2024 Q3	$5.76M	Buy	49,117 +1,065	+2%	+$119K	0.45%	50
2024 Q2	$5.3M	Sell	48,052 -389	-0.8%	-$42.7K	0.72%	32
2024 Q1	$5.53M	Buy	48,441 +34,689	+252%	+$3.75M	0.69%	35
2023 Q4	$1.44M	Buy	13,752 +3,797	+38%	+$360K	0.48%	47
2023 Q3	$909K	Buy	+9,955	New	+$952K	0.42%	57

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

Prosperity Consulting Group's IWP Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q2 2026, buying an estimated $1.81M and bringing the position to 93,825 shares worth $13.7M. The position accounts for 0.52% of the portfolio, ranked #34.

Prosperity Consulting Group first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Prosperity Consulting Group held 93,825 shares of iShares Russell Mid-Cap Growth ETF worth $13.7M as of Q2 2026.
Prosperity Consulting Group bought 13,097 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.81M.
iShares Russell Mid-Cap Growth ETF made up 0.52% of Prosperity Consulting Group's portfolio in Q2 2026, its #34 holding.
Prosperity Consulting Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.