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

RTD Financial 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	$28.6M	Buy	195,438 +1,649	+0.9%	+$227K	3.12%	8
2026 Q1	$24.8M	Sell	193,789 -11,013	-5%	-$1.49M	3.05%	8
2025 Q4	$28M	Sell	204,802 -3,530	-2%	-$493K	3.42%	7
2025 Q3	$29.7M	Sell	208,332 -7,254	-3%	-$1.03M	3.57%	8
2025 Q2	$29.9M	Sell	215,586 -53,702	-20%	-$6.79M	3.83%	7
2025 Q1	$31.6M	Sell	269,288 -44,903	-14%	-$5.77M	4.25%	6
2024 Q4	$39.8M	Sell	314,191 -10,291	-3%	-$1.31M	5.11%	5
2024 Q3	$38.1M	Buy	324,482 +15,458	+5%	+$1.73M	4.82%	4
2024 Q2	$34.1M	Buy	309,024 +13,299	+4%	+$1.46M	4.59%	6
2024 Q1	$33.8M	Buy	295,725 +11,294	+4%	+$1.22M	4.54%	6
2023 Q4	$29.7M	Sell	284,431 -2,458	-0.9%	-$233K	4.17%	6
2023 Q3	$26.2M	Sell	286,889 -6,248	-2%	-$597K	4%	6
2023 Q2	$28.3M	Buy	293,137 +3,953	+1%	+$360K	4.12%	6
2023 Q1	$26.3M	Buy	289,184 +10,808	+4%	+$965K	4.07%	6
2022 Q4	$23.3M	Buy	278,376 +7,887	+3%	+$664K	3.79%	7
2022 Q3	$21.2M	Buy	270,489 +916	+0.3%	+$78.8K	3.91%	8
2022 Q2	$21.4M	Buy	269,573 +24,453	+10%	+$2.13M	3.28%	9
2022 Q1	$24.6M	Sell	245,120 -5,771	-2%	-$575K	3.32%	8
2021 Q4	$28.9M	Buy	+250,891	New	+$29.3M	3.79%	6

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

RTD Financial Advisors's IWP Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.85% in Q2 2026, buying an estimated $227K and bringing the position to 195,438 shares worth $28.6M. The position accounts for 3.12% of the portfolio, ranked #8.

RTD Financial Advisors first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.8M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

RTD Financial Advisors held 195,438 shares of iShares Russell Mid-Cap Growth ETF worth $28.6M as of Q2 2026.
RTD Financial Advisors bought 1,649 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $227K.
iShares Russell Mid-Cap Growth ETF made up 3.12% of RTD Financial Advisors's portfolio in Q2 2026, its #8 holding.
RTD Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $39.8M in Q4 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.