Revisor Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Revisor Wealth Management’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	$208K	Buy	+1,420	New	+$196K	0.05%	357
2026 Q1	–	Sell	-1,538	Closed	-$216K	–	346
2025 Q4	$216K	Buy	+1,538	New	+$215K	0.06%	299

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

Revisor Wealth Management's IWP Position: Q2 2026 in Review

Revisor Wealth Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,420 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #357 among its holdings. This is a return to the name: Revisor Wealth Management previously reported a position in IWP as recently as Q4 2025.

Revisor Wealth Management first reported a position in IWP in Q4 2025 and has held it in 2 quarters since. The position peaked at $216K in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Revisor Wealth Management held 1,420 shares of iShares Russell Mid-Cap Growth ETF worth $208K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Revisor Wealth Management position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Revisor Wealth Management's portfolio in Q2 2026, its #357 holding.
Revisor Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
Revisor Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $216K in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.