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

Rialto 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	$70.1K	Hold	479	–	–	0.01%	299
2026 Q1	$61.4K	Sell	479 -150	-24%	-$20.3K	0.01%	266
2025 Q4	$86.1K	Hold	629	–	–	0.02%	224
2025 Q3	$89.6K	Sell	629 -386	-38%	-$54.5K	0.02%	213
2025 Q2	$141K	Sell	1,015 -170	-14%	-$21.5K	0.04%	169
2025 Q1	$139K	Sell	1,185 -43	-4%	-$5.53K	0.04%	167
2024 Q4	$156K	Buy	+1,228	New	+$156K	0.05%	163

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

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

Rialto Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 479 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #299.

Rialto Wealth Management first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rialto Wealth Management held 479 shares of iShares Russell Mid-Cap Growth ETF worth $70.1K as of Q2 2026.
Rialto Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #299 holding.
Rialto Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $156K in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.