Richard W. Paul & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Richard W. Paul & Associates’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	$30.5K	Hold	208	–	–	0.01%	189
2026 Q1	$26.6K	Hold	208	–	–	0.01%	194
2025 Q4	$28.5K	Hold	208	–	–	0.01%	188
2025 Q3	$29.6K	Hold	208	–	–	0.01%	187
2025 Q2	$28.8K	Buy	208 +5	+2%	+$633	0.01%	203
2025 Q1	$23.9K	Sell	203 -152	-43%	-$19.5K	0.01%	210
2024 Q4	$45K	Hold	355	–	–	0.02%	214
2024 Q3	$41.6K	Hold	355	–	–	0.02%	223
2024 Q2	$39.2K	Buy	355 +22	+7%	+$2.42K	0.02%	217
2024 Q1	$38K	Sell	333 -6	-2%	-$649	0.02%	230
2023 Q4	$35.4K	Sell	339 -7	-2%	-$664	0.01%	226
2023 Q3	$31.6K	Sell	346 -12,202	-97%	-$1.17M	0.01%	220
2023 Q2	$1.21M	Buy	12,548 +10	+0.1%	+$911	0.53%	52
2023 Q1	$1.14M	Buy	12,538 +167	+1%	+$14.9K	0.53%	54
2022 Q4	$1.03M	Buy	+12,371	New	+$1.04M	0.52%	50

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

Richard W. Paul & Associates's IWP Position: Q2 2026 in Review

Richard W. Paul & Associates held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 208 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #189.

Richard W. Paul & Associates first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q2 2023. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Richard W. Paul & Associates held 208 shares of iShares Russell Mid-Cap Growth ETF worth $30.5K as of Q2 2026.
Richard W. Paul & Associates 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 Richard W. Paul & Associates's portfolio in Q2 2026, its #189 holding.
Richard W. Paul & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $1.21M in Q2 2023.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.