Rothschild Capital Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rothschild Capital Partners’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	$431K	Buy	2,942 +886	+43%	+$122K	0.09%	77
2026 Q1	$263K	Sell	2,056 -208	-9%	-$28.1K	0.06%	86
2025 Q4	$310K	Buy	2,264 +548	+32%	+$76.6K	0.07%	66
2025 Q3	$244K	Sell	1,716 -93	-5%	-$13.1K	0.06%	85
2025 Q2	$251K	Sell	1,809 -1,166	-39%	-$148K	0.07%	76
2025 Q1	$350K	Sell	2,975 -527	-15%	-$67.7K	0.09%	58
2024 Q4	$444K	Sell	3,502 -612	-15%	-$77.8K	0.11%	53
2024 Q3	$483K	Sell	4,114 -14	-0.3%	-$1.56K	0.13%	37
2024 Q2	$456K	Buy	4,128 +628	+18%	+$69K	0.13%	34
2024 Q1	$399K	Buy	3,500 +938	+37%	+$101K	0.12%	34
2023 Q4	$268K	Buy	+2,562	New	+$243K	0.08%	36

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

Rothschild Capital Partners's IWP Position: Q2 2026 in Review

Rothschild Capital Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 43% in Q2 2026, buying an estimated $122K and bringing the position to 2,942 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #77.

Rothschild Capital Partners first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $483K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rothschild Capital Partners held 2,942 shares of iShares Russell Mid-Cap Growth ETF worth $431K as of Q2 2026.
Rothschild Capital Partners bought 886 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $122K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Rothschild Capital Partners's portfolio in Q2 2026, its #77 holding.
Rothschild Capital Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Capital Partners's iShares Russell Mid-Cap Growth ETF position peaked at $483K in Q3 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.