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

Rockwood 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	$895K	Buy	6,111 +660	+12%	+$91K	0.06%	52
2026 Q1	$698K	Hold	5,451	–	–	0.05%	56
2025 Q4	$746K	Hold	5,451	–	–	0.06%	53
2025 Q3	$776K	Sell	5,451 -8	-0.1%	-$1.13K	0.06%	48
2025 Q2	$757K	Buy	5,459 +8	+0.1%	+$1.01K	0.07%	50
2025 Q1	$640K	Hold	5,451	–	–	0.07%	48
2024 Q4	$695K	Hold	5,451	–	–	0.08%	43
2024 Q3	$639K	Buy	5,451 +108	+2%	+$12.1K	0.07%	47
2024 Q2	$590K	Sell	5,343 -2,492	-32%	-$274K	0.07%	45
2024 Q1	$894K	Buy	7,835 +292	+4%	+$31.6K	0.12%	34
2023 Q4	$788K	Sell	7,543 -115	-2%	-$10.9K	0.12%	36
2023 Q3	$700K	Hold	7,658	–	–	0.12%	36
2023 Q2	$740K	Hold	7,658	–	–	0.13%	39
2023 Q1	$697K	Hold	7,658	–	–	0.14%	36
2022 Q4	$640K	Sell	7,658 -350	-4%	-$29.5K	0.15%	36
2022 Q3	$628K	Hold	8,008	–	–	0.2%	30
2022 Q2	$634K	Sell	8,008 -1,320	-14%	-$115K	0.3%	28
2022 Q1	$937K	Sell	9,328 -688	-7%	-$68.5K	0.45%	17
2021 Q4	$1.15M	Buy	+10,016	New	+$1.17M	0.51%	19

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Rockwood Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q2 2026, buying an estimated $91K and bringing the position to 6,111 shares worth $895K. The position accounts for 0.06% of the portfolio, ranked #52.

Rockwood Wealth Management first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q4 2021. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rockwood Wealth Management held 6,111 shares of iShares Russell Mid-Cap Growth ETF worth $895K as of Q2 2026.
Rockwood Wealth Management bought 660 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $91K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Rockwood Wealth Management's portfolio in Q2 2026, its #52 holding.
Rockwood Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Rockwood Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.15M in Q4 2021.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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