Quest 10 Wealth Builders’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Quest 10 Wealth Builders’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	$419K	Buy	2,864 +405	+16%	+$55.8K	0.33%	67
2026 Q1	$315K	Buy	2,459 +582	+31%	+$78.8K	0.28%	73
2025 Q4	$257K	Buy	1,877 +110	+6%	+$15.4K	0.23%	84
2025 Q3	$252K	Sell	1,767 -1,215	-41%	-$172K	0.23%	83
2025 Q2	$414K	Sell	2,982 -319	-10%	-$40.4K	0.4%	61
2025 Q1	$388K	Sell	3,301 -344	-9%	-$44.2K	0.42%	61
2024 Q4	$462K	Buy	+3,645	New	+$463K	0.46%	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

Quest 10 Wealth Builders's IWP Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q2 2026, buying an estimated $55.8K and bringing the position to 2,864 shares worth $419K. The position accounts for 0.33% of the portfolio, ranked #67.

Quest 10 Wealth Builders first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Quest 10 Wealth Builders held 2,864 shares of iShares Russell Mid-Cap Growth ETF worth $419K as of Q2 2026.
Quest 10 Wealth Builders bought 405 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $55.8K.
iShares Russell Mid-Cap Growth ETF made up 0.33% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #67 holding.
Quest 10 Wealth Builders first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares Russell Mid-Cap Growth ETF position peaked at $462K in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.