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

RWA Wealth 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	$3.38M	Buy	23,100 +2,362	+11%	+$326K	0.03%	217
2026 Q1	$2.66M	Sell	20,738 -1,388	-6%	-$188K	0.03%	225
2025 Q4	$3.03M	Sell	22,126 -116	-0.5%	-$16.2K	0.03%	215
2025 Q3	$3.17M	Buy	22,242 +2,077	+10%	+$294K	0.04%	218
2025 Q2	$2.8M	Sell	20,165 -114	-0.6%	-$14.4K	0.04%	212
2025 Q1	$2.38M	Sell	20,279 -17	-0.1%	-$2.19K	0.03%	223
2024 Q4	$2.57M	Sell	20,296 -409	-2%	-$52K	0.03%	217
2024 Q3	$2.43M	Sell	20,705 -101	-0.5%	-$11.3K	0.03%	229
2024 Q2	$2.3M	Buy	20,806 +51	+0.2%	+$5.6K	0.03%	221
2024 Q1	$2.37M	Sell	20,755 -28	-0.1%	-$3.03K	0.03%	220
2023 Q4	$2.17M	Buy	20,783 +4,434	+27%	+$420K	0.03%	220
2023 Q3	$1.49M	Buy	16,349 +98	+0.6%	+$9.37K	0.03%	163
2023 Q2	$1.57M	Buy	+16,251	New	+$1.48M	0.03%	149
2022 Q4	–	Sell	-7,531	Closed	-$591K	–	265
2022 Q3	$591K	Sell	7,531 -333	-4%	-$28.7K	0.04%	151
2022 Q2	$623K	Buy	7,864 +5,375	+216%	+$468K	0.04%	150
2022 Q1	$250K	Buy	+2,489	New	+$248K	0.02%	228
2019 Q1	–	Sell	-5,830	Closed	-$331K	–	237
2018 Q4	$331K	Buy	+5,830	New	+$355K	0.04%	167

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

RWA Wealth Partners's IWP Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, buying an estimated $326K and bringing the position to 23,100 shares worth $3.38M. The position accounts for 0.03% of the portfolio, ranked #217.

RWA Wealth Partners first reported a position in IWP in Q4 2018 and has held it in 17 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

RWA Wealth Partners held 23,100 shares of iShares Russell Mid-Cap Growth ETF worth $3.38M as of Q2 2026.
RWA Wealth Partners bought 2,362 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $326K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #217 holding.
RWA Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 17 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.