Ruggaard & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ruggaard & Associates’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	$761K	Hold	5,200	–	–	0.27%	54
2026 Q1	$666K	Hold	5,200	–	–	0.26%	56
2025 Q4	$712K	Hold	5,200	–	–	0.28%	49
2025 Q3	$741K	Hold	5,200	–	–	0.28%	47
2025 Q2	$721K	Sell	5,200 -181	-3%	-$22.9K	0.29%	47
2025 Q1	$632K	Hold	5,381	–	–	0.28%	52
2024 Q4	$682K	Sell	5,381 -219	-4%	-$27.8K	0.3%	43
2024 Q3	$657K	Hold	5,600	–	–	0.29%	48
2024 Q2	$618K	Hold	5,600	–	–	0.29%	51
2024 Q1	$639K	Hold	5,600	–	–	0.3%	47
2023 Q4	$585K	Hold	5,600	–	–	0.31%	49
2023 Q3	$512K	Hold	5,600	–	–	0.3%	52
2023 Q2	$541K	Hold	5,600	–	–	0.32%	49
2023 Q1	$510K	Buy	+5,600	New	+$500K	0.31%	51

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

Ruggaard & Associates's IWP Position: Q2 2026 in Review

Ruggaard & Associates held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 5,200 shares worth $761K. The position accounts for 0.27% of the portfolio, ranked #54.

Ruggaard & Associates first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Ruggaard & Associates held 5,200 shares of iShares Russell Mid-Cap Growth ETF worth $761K as of Q2 2026.
Ruggaard & Associates left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.27% of Ruggaard & Associates's portfolio in Q2 2026, its #54 holding.
Ruggaard & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.