Sage Rhino Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sage Rhino Capital’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	$428K	Hold	2,924	–	–	0.07%	165
2026 Q1	$375K	Hold	2,924	–	–	0.07%	169
2025 Q4	$400K	Hold	2,924	–	–	0.08%	160
2025 Q3	$416K	Hold	2,924	–	–	0.08%	152
2025 Q2	$406K	Hold	2,924	–	–	0.09%	148
2025 Q1	$344K	Hold	2,924	–	–	0.08%	157
2024 Q4	$371K	Hold	2,924	–	–	0.08%	154
2024 Q3	$343K	Hold	2,924	–	–	0.08%	161
2024 Q2	$323K	Buy	2,924 +114	+4%	+$12.5K	0.08%	161
2024 Q1	$321K	Hold	2,810	–	–	0.08%	158
2023 Q4	$294K	Hold	2,810	–	–	0.08%	160
2023 Q3	$257K	Hold	2,810	–	–	0.07%	169
2023 Q2	$272K	Hold	2,810	–	–	0.08%	172
2023 Q1	$256K	Hold	2,810	–	–	0.07%	178
2022 Q4	$235K	Hold	2,810	–	–	0.07%	183
2022 Q3	$220K	Hold	2,810	–	–	0.09%	164
2022 Q2	$223K	Hold	2,810	–	–	0.09%	169
2022 Q1	$282K	Buy	+2,810	New	+$280K	0.09%	170

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

Sage Rhino Capital's IWP Position: Q2 2026 in Review

Sage Rhino Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,924 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #165.

Sage Rhino Capital first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sage Rhino Capital held 2,924 shares of iShares Russell Mid-Cap Growth ETF worth $428K as of Q2 2026.
Sage Rhino Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Sage Rhino Capital's portfolio in Q2 2026, its #165 holding.
Sage Rhino Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.