Rosenblum Silverman Sutton’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rosenblum Silverman Sutton’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	$201K	Buy	+1,370	New	+$189K	0.05%	79
2026 Q1	–	Sell	-1,470	Closed	-$201K	–	78
2025 Q4	$201K	Sell	1,470 -195	-12%	-$27.3K	0.05%	78
2025 Q3	$237K	Buy	1,665 +30	+2%	+$4.24K	0.05%	75
2025 Q2	$227K	Buy	+1,635	New	+$207K	0.06%	75
2022 Q2	–	Sell	-3,201	Closed	-$322K	–	76
2022 Q1	$322K	Hold	3,201	–	–	0.08%	64
2021 Q4	$369K	Sell	3,201 -20	-0.6%	-$2.33K	0.08%	62
2021 Q3	$361K	Sell	3,221 -370	-10%	-$42.6K	0.08%	61
2021 Q2	$407K	Buy	3,591 +95	+3%	+$10.1K	0.09%	57
2021 Q1	$357K	Buy	3,496 +900	+35%	+$94.1K	0.09%	60
2020 Q4	$266K	Buy	+2,596	New	+$247K	0.07%	62

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

Rosenblum Silverman Sutton's IWP Position: Q2 2026 in Review

Rosenblum Silverman Sutton opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,370 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings. This is a return to the name: Rosenblum Silverman Sutton previously reported a position in IWP as recently as Q4 2025.

Rosenblum Silverman Sutton first reported a position in IWP in Q4 2020 and has held it in 10 quarters since. The position peaked at $407K in Q2 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rosenblum Silverman Sutton held 1,370 shares of iShares Russell Mid-Cap Growth ETF worth $201K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Rosenblum Silverman Sutton position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #79 holding.
Rosenblum Silverman Sutton first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 10 quarters since.
Rosenblum Silverman Sutton's iShares Russell Mid-Cap Growth ETF position peaked at $407K in Q2 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.