RVW Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

RVW Wealth’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	$858K	Sell	5,859 -11	-0.2%	-$1.52K	0.06%	86
2026 Q1	$752K	Buy	5,870 +3	+0.1%	+$406	0.06%	85
2025 Q4	$803K	Buy	+5,867	New	+$820K	0.06%	84
2024 Q2	–	Sell	-2,105	Closed	-$240K	–	155
2024 Q1	$240K	Hold	2,105	–	–	0.02%	128
2023 Q4	$220K	Sell	2,105 -149	-7%	-$14.1K	0.02%	134
2023 Q3	$206K	Buy	2,254 +149	+7%	+$14.2K	0.02%	135
2023 Q2	$203K	Buy	+2,105	New	+$192K	0.02%	148

Other funds holding IWP

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RVW Wealth's IWP Position: Q2 2026 in Review

RVW Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.19% in Q2 2026, selling an estimated $1.52K and leaving 5,859 shares worth $858K. The position accounts for 0.06% of the portfolio, ranked #86.

RVW Wealth first reported a position in IWP in Q2 2023 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

RVW Wealth held 5,859 shares of iShares Russell Mid-Cap Growth ETF worth $858K as of Q2 2026.
RVW Wealth sold 11 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.52K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of RVW Wealth's portfolio in Q2 2026, its #86 holding.
RVW Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 7 quarters since.
229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.