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

Prosperity Planning’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 		$320K Sell
2,184
-177
-7% -$24.4K 0.07% 95
2026
Q1 		$303K Hold
2,361
– – 0.08% 97
2025
Q4 		$323K Sell
2,361
-6
-0.3% -$839 0.08% 93
2025
Q3 		$337K Sell
2,367
-83
-3% -$11.7K 0.09% 90
2025
Q2 		$340K Sell
2,450
-78
-3% -$9.87K 0.1% 88
2025
Q1 		$297K Sell
2,528
-149
-6% -$19.2K 0.09% 90
2024
Q4 		$339K Sell
2,677
-155
-5% -$19.7K 0.11% 82
2024
Q3 		$332K Sell
2,832
-30
-1% -$3.35K 0.11% 87
2024
Q2 		$316K Sell
2,862
-22
-0.8% -$2.42K 0.11% 85
2024
Q1 		$329K Sell
2,884
-61
-2% -$6.6K 0.11% 78
2023
Q4 		$308K Sell
2,945
-158
-5% -$15K 0.12% 79
2023
Q3 		$283K Sell
3,103
-98
-3% -$9.37K 0.12% 75
2023
Q2 		$309K Buy
3,201
+140
+5% +$12.8K 0.13% 74
2023
Q1 		$279K Buy
3,061
+239
+8% +$21.3K 0.12% 75
2022
Q4 		$241K Hold
2,822
– – 0.12% 72
2022
Q3 		$221K Buy
+2,822
New +$243K 0.12% 79

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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 Planning's IWP Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.5% in Q2 2026, selling an estimated $24.4K and leaving 2,184 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #95.

Prosperity Planning first reported a position in IWP in Q3 2022 and has held it in 16 quarters since. The position peaked at $340K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Prosperity Planning held 2,184 shares of iShares Russell Mid-Cap Growth ETF worth $320K as of Q2 2026.
  • Prosperity Planning sold 177 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.4K.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Prosperity Planning's portfolio in Q2 2026, its #95 holding.
  • Prosperity Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Prosperity Planning's iShares Russell Mid-Cap Growth ETF position peaked at $340K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.