Rossby Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rossby Financial’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	$221K	Buy	1,507 +81	+6%	+$11.2K	0.04%	374
2026 Q1	$184K	Buy	1,426 +1,398	+4,993%	+$189K	0.04%	396
2025 Q4	$3.83K	Buy	28 +10	+56%	+$1.4K	﹤0.01%	1192
2025 Q3	$2.56K	Buy	+18	New	+$2.54K	﹤0.01%	1101
2025 Q2	–	Sell	-18	Closed	-$2.16K	–	1261
2025 Q1	$2.16K	Buy	+18	New	+$2.31K	﹤0.01%	916

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

Rossby Financial's IWP Position: Q2 2026 in Review

Rossby Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,507 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #374.

Rossby Financial first reported a position in IWP in Q1 2025 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rossby Financial held 1,507 shares of iShares Russell Mid-Cap Growth ETF worth $221K as of Q2 2026.
Rossby Financial bought 81 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.2K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #374 holding.
Rossby Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.