REAP Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

REAP Financial 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	$125K	Hold	850	–	–	0.02%	183
2026 Q1	$109K	Sell	850 -37	-4%	-$5.01K	0.02%	192
2025 Q4	$121K	Sell	887 -4	-0.4%	-$559	0.02%	175
2025 Q3	$127K	Sell	891 -28	-3%	-$3.96K	0.03%	157
2025 Q2	$127K	Sell	919 -42	-4%	-$5.31K	0.03%	147
2025 Q1	$113K	Sell	961 -434	-31%	-$55.8K	0.03%	142
2024 Q4	$177K	Sell	1,395 -144	-9%	-$18.3K	0.04%	118
2024 Q3	$180K	Sell	1,539 -793	-34%	-$88.7K	0.04%	122
2024 Q2	$257K	Sell	2,332 -4,361	-65%	-$479K	0.07%	102
2024 Q1	$764K	Sell	6,693 -521	-7%	-$56.4K	0.21%	71
2023 Q4	$754K	Buy	+7,214	New	+$684K	0.22%	71

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

REAP Financial Group's IWP Position: Q2 2026 in Review

REAP Financial Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 850 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #183.

REAP Financial Group first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $764K in Q1 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

REAP Financial Group held 850 shares of iShares Russell Mid-Cap Growth ETF worth $125K as of Q2 2026.
REAP Financial Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of REAP Financial Group's portfolio in Q2 2026, its #183 holding.
REAP Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
REAP Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $764K in Q1 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.