Roehl & Yi Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Roehl & Yi Investment Advisors’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	$460K	Hold	3,142	–	–	0.15%	121
2026 Q1	$403K	Sell	3,142 -515	-14%	-$69.7K	0.15%	109
2025 Q4	$501K	Buy	3,657 +515	+16%	+$72K	0.2%	96
2025 Q3	$447K	Hold	3,142	–	–	0.19%	99
2025 Q2	$436K	Hold	3,142	–	–	0.22%	94
2025 Q1	$369K	Sell	3,142 -115	-4%	-$14.8K	0.2%	103
2024 Q4	$413K	Buy	+3,257	New	+$414K	0.23%	94

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

Roehl & Yi Investment Advisors's IWP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,142 shares worth $460K. The position accounts for 0.15% of the portfolio, ranked #121.

Roehl & Yi Investment Advisors first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Roehl & Yi Investment Advisors held 3,142 shares of iShares Russell Mid-Cap Growth ETF worth $460K as of Q2 2026.
Roehl & Yi Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.15% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #121 holding.
Roehl & Yi Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $501K in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.