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

Rebalance’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	$1.21M	Buy	8,255 +403	+5%	+$55.5K	0.06%	57
2026 Q1	$1.01M	Buy	7,852 +4	+0.1%	+$541	0.06%	59
2025 Q4	$1.07M	Buy	7,848 +17	+0.2%	+$2.38K	0.06%	62
2025 Q3	$1.12M	Buy	7,831 +6	+0.1%	+$848	0.07%	60
2025 Q2	$1.09M	Buy	7,825 +8	+0.1%	+$1.01K	0.07%	58
2025 Q1	$918K	Buy	7,817 +6	+0.1%	+$771	0.07%	60
2024 Q4	$990K	Buy	7,811 +8	+0.1%	+$1.02K	0.07%	54
2024 Q3	$915K	Buy	7,803 +402	+5%	+$44.9K	0.07%	53
2024 Q2	$817K	Sell	7,401 -412	-5%	-$45.3K	0.07%	54
2024 Q1	$892K	Hold	7,813	–	–	0.07%	55
2023 Q4	$816K	Sell	7,813 -398	-5%	-$37.7K	0.07%	55
2023 Q3	$750K	Hold	8,211	–	–	0.07%	51
2023 Q2	$793K	Hold	8,211	–	–	0.08%	51
2023 Q1	$748K	Buy	8,211 +12	+0.1%	+$1.07K	0.07%	51
2022 Q4	$685K	Buy	+8,199	New	+$690K	0.07%	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

Rebalance's IWP Position: Q2 2026 in Review

Rebalance increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.1% in Q2 2026, buying an estimated $55.5K and bringing the position to 8,255 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #57.

Rebalance first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rebalance held 8,255 shares of iShares Russell Mid-Cap Growth ETF worth $1.21M as of Q2 2026.
Rebalance bought 403 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $55.5K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Rebalance's portfolio in Q2 2026, its #57 holding.
Rebalance first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.