Resources Management Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Resources Management Corp’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	–	Sell	-200	Closed	-$26K	–	283
2026 Q1	$26K	Hold	200	–	–	﹤0.01%	296
2025 Q4	$27K	Hold	200	–	–	﹤0.01%	302
2025 Q3	$28K	Hold	200	–	–	﹤0.01%	283
2025 Q2	$28K	Hold	200	–	–	﹤0.01%	300
2025 Q1	$23K	Hold	200	–	–	﹤0.01%	320
2024 Q4	$25K	Hold	200	–	–	﹤0.01%	313
2024 Q3	$23K	Hold	200	–	–	﹤0.01%	328
2024 Q2	$22K	Hold	200	–	–	﹤0.01%	326
2024 Q1	$23K	Hold	200	–	–	﹤0.01%	329
2023 Q4	$21K	Hold	200	–	–	﹤0.01%	332
2023 Q3	$18K	Hold	200	–	–	﹤0.01%	338
2023 Q2	$19K	Sell	200 -1,385	-87%	-$126K	﹤0.01%	333
2023 Q1	$167K	Buy	1,585 +1,385	+693%	+$124K	0.03%	225
2022 Q4	$17K	Hold	200	–	–	﹤0.01%	347
2022 Q3	$16K	Hold	200	–	–	﹤0.01%	359
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	366
2022 Q1	$20K	Hold	200	–	–	﹤0.01%	358
2021 Q4	$23K	Hold	200	–	–	﹤0.01%	370
2021 Q3	$22K	Hold	200	–	–	﹤0.01%	360
2021 Q2	$23K	Hold	200	–	–	﹤0.01%	366
2021 Q1	$20K	Hold	200	–	–	﹤0.01%	368
2020 Q4	$21K	Hold	200	–	–	﹤0.01%	363
2020 Q3	$17K	Hold	200	–	–	﹤0.01%	350
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	358
2020 Q1	$12K	Hold	200	–	–	﹤0.01%	375
2019 Q4	$15K	Hold	200	–	–	﹤0.01%	355
2019 Q3	$14K	Buy	+200	New	+$14.4K	﹤0.01%	384
2018 Q4	$11K	Buy	+200	New	+$12.2K	﹤0.01%	387

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

Resources Management Corp's IWP Position: Q2 2026 in Review

Resources Management Corp sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 200 shares — an estimated $26K sold.

Resources Management Corp first reported a position in IWP in Q4 2018 and held it in 28 quarters. The position peaked at $167K in Q1 2023. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Resources Management Corp reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 200 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $26K.
Resources Management Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 28 quarters.
Resources Management Corp's iShares Russell Mid-Cap Growth ETF position peaked at $167K in Q1 2023.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.