Rockbridge Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rockbridge Investment 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	$295K	Hold	2,013	–	–	0.02%	123
2026 Q1	$258K	Sell	2,013 -127	-6%	-$17.2K	0.02%	127
2025 Q4	$293K	Hold	2,140	–	–	0.03%	116
2025 Q3	$305K	Sell	2,140 -30	-1%	-$4.24K	0.03%	113
2025 Q2	$301K	Hold	2,170	–	–	0.03%	112
2025 Q1	$255K	Buy	2,170 +96	+5%	+$12.3K	0.03%	118
2024 Q4	$263K	Hold	2,074	–	–	0.03%	112
2024 Q3	$243K	Sell	2,074 -210	-9%	-$23.5K	0.03%	113
2024 Q2	$252K	Buy	2,284 +178	+8%	+$19.6K	0.04%	105
2024 Q1	$240K	Hold	2,106	–	–	0.04%	107
2023 Q4	$220K	Buy	+2,106	New	+$200K	0.03%	109
2023 Q3	–	Sell	-2,106	Closed	-$204K	–	108
2023 Q2	$204K	Sell	2,106 -93	-4%	-$8.47K	0.04%	108
2023 Q1	$200K	Buy	+2,199	New	+$196K	0.04%	107
2022 Q3	–	Sell	-1,617	Closed	-$128K	–	354
2022 Q2	$128K	Sell	1,617 -750	-32%	-$65.3K	0.03%	132
2022 Q1	$239K	Buy	2,367 +513	+28%	+$51.1K	0.04%	141
2021 Q4	$214K	Hold	1,854	–	–	0.03%	174
2021 Q3	$208K	Hold	1,854	–	–	0.03%	146
2021 Q2	$210K	Hold	1,854	–	–	0.04%	143
2021 Q1	$189K	Hold	1,854	–	–	0.04%	145
2020 Q4	$190K	Hold	1,854	–	–	0.04%	138
2020 Q3	$160K	Hold	1,854	–	–	0.04%	141
2020 Q2	$147K	Buy	+1,854	New	+$134K	0.04%	144

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

Rockbridge Investment Management's IWP Position: Q2 2026 in Review

Rockbridge Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,013 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #123.

Rockbridge Investment Management first reported a position in IWP in Q2 2020 and has held it in 22 quarters since. The position peaked at $305K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rockbridge Investment Management held 2,013 shares of iShares Russell Mid-Cap Growth ETF worth $295K as of Q2 2026.
Rockbridge Investment Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #123 holding.
Rockbridge Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 22 quarters since.
Rockbridge Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $305K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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