Retirement Income Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Retirement Income Solutions’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	$605K	Hold	4,725	–	–	0.1%	78
2026 Q1	$605K	Hold	4,725	–	–	0.1%	78
2025 Q4	$647K	Sell	4,725 -692	-13%	-$96.7K	0.11%	74
2025 Q3	$771K	Hold	5,417	–	–	0.13%	59
2025 Q2	$751K	Hold	5,417	–	–	0.14%	60
2025 Q1	$636K	Hold	5,417	–	–	0.13%	61
2024 Q4	$687K	Hold	5,417	–	–	0.14%	57
2024 Q3	$635K	Hold	5,417	–	–	0.15%	64
2024 Q2	$598K	Sell	5,417 -489	-8%	-$53.7K	0.14%	66
2024 Q1	$674K	Hold	5,906	–	–	0.15%	67
2023 Q4	$617K	Sell	5,906 -66	-1%	-$6.26K	0.15%	63
2023 Q3	$546K	Hold	5,972	–	–	0.15%	66
2023 Q2	$577K	Hold	5,972	–	–	0.15%	69
2023 Q1	$544K	Sell	5,972 -131	-2%	-$11.7K	0.16%	71
2022 Q4	$510K	Sell	6,103 -694	-10%	-$58.4K	0.16%	70
2022 Q3	$538K	Hold	6,797	–	–	0.19%	54
2022 Q2	$538K	Buy	6,797 +888	+15%	+$77.3K	0.19%	58
2022 Q1	$594K	Hold	5,909	–	–	0.16%	52
2021 Q4	$681K	Buy	5,909 +286	+5%	+$33.3K	0.18%	49
2021 Q3	$630K	Hold	5,623	–	–	0.21%	51
2021 Q2	$637K	Sell	5,623 -183	-3%	-$19.5K	0.22%	50
2021 Q1	$593K	Hold	5,806	–	–	0.2%	53
2020 Q4	$596K	Hold	5,806	–	–	0.22%	55
2020 Q3	$502K	Sell	5,806 -504	-8%	-$42.5K	0.22%	54
2020 Q2	$499K	Buy	6,310 +596	+10%	+$43.2K	0.21%	54
2020 Q1	$347K	Hold	5,714	–	–	0.19%	53
2019 Q4	$436K	Hold	5,714	–	–	0.18%	53
2019 Q3	$404K	Sell	5,714 -118	-2%	-$8.48K	0.22%	49
2019 Q2	$416K	Buy	5,832 +1,276	+28%	+$88.7K	0.22%	46
2019 Q1	$309K	Hold	4,556	–	–	0.18%	54
2018 Q4	$259K	Hold	4,556	–	–	0.17%	54
2018 Q3	$309K	Hold	4,556	–	–	0.17%	52
2018 Q2	$289K	Hold	4,556	–	–	0.18%	53
2018 Q1	$280K	Buy	4,556 +306	+7%	+$19.1K	0.17%	50
2017 Q4	$256K	Buy	+4,250	New	+$250K	0.15%	61

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

Retirement Income Solutions's IWP Position: Q2 2026 in Review

Retirement Income Solutions held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 4,725 shares worth $605K. The position accounts for 0.1% of the portfolio, ranked #78.

Retirement Income Solutions first reported a position in IWP in Q4 2017 and has held it in 35 quarters since. The position peaked at $771K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Retirement Income Solutions held 4,725 shares of iShares Russell Mid-Cap Growth ETF worth $605K as of Q2 2026.
Retirement Income Solutions left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Retirement Income Solutions's portfolio in Q2 2026, its #78 holding.
Retirement Income Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
Retirement Income Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $771K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.