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

Shakespeare Wealth Management’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	$2.24M	Sell	15,332 -682	-4%	-$94K	0.59%	15
2026 Q1	$2.05M	Sell	16,014 -175	-1%	-$23.7K	0.49%	21
2025 Q4	$2.22M	Sell	16,189 -227	-1%	-$31.7K	0.49%	21
2025 Q3	$2.34M	Sell	16,416 -243	-1%	-$34.3K	0.53%	21
2025 Q2	$2.31M	Buy	16,659 +1,659	+11%	+$210K	0.62%	19
2025 Q1	$1.76M	Sell	15,000 -111	-0.7%	-$14.3K	0.47%	23
2024 Q4	$1.92M	Sell	15,111 -1,016	-6%	-$129K	0.52%	23
2024 Q3	$1.89M	Buy	16,127 +240	+2%	+$26.8K	0.49%	24
2024 Q2	$1.75M	Sell	15,887 -975	-6%	-$107K	0.51%	24
2024 Q1	$1.92M	Sell	16,862 -654	-4%	-$70.8K	0.56%	23
2023 Q4	$1.83M	Buy	17,516 +253	+1%	+$24K	0.57%	24
2023 Q3	$1.58M	Sell	17,263 -272	-2%	-$26K	0.55%	24
2023 Q2	$1.69M	Sell	17,535 -440	-2%	-$40.1K	0.58%	22
2023 Q1	$1.64M	Sell	17,975 -566	-3%	-$50.5K	0.58%	22
2022 Q4	$1.55M	Sell	18,541 -863	-4%	-$72.6K	0.57%	23
2022 Q3	$1.52M	Sell	19,404 -590	-3%	-$50.8K	0.64%	25
2022 Q2	$1.6M	Buy	19,994 +1,068	+6%	+$93K	0.65%	26
2022 Q1	$1.94M	Buy	18,926 +1,144	+6%	+$114K	0.7%	23
2021 Q4	$2.05M	Buy	17,782 +1,337	+8%	+$156K	0.73%	23
2021 Q3	$1.86M	Sell	16,445 -97	-0.6%	-$11.2K	0.71%	23
2021 Q2	$1.91M	Sell	16,542 -1,183	-7%	-$126K	0.73%	24
2021 Q1	$1.81M	Sell	17,725 -220	-1%	-$23K	0.74%	23
2020 Q4	$1.84M	Sell	17,945 -307	-2%	-$29.2K	0.8%	22
2020 Q3	$1.58M	Sell	18,252 -102	-0.6%	-$8.61K	0.83%	21
2020 Q2	$1.45M	Buy	+18,354	New	+$1.33M	0.85%	24

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

Shakespeare Wealth Management's IWP Position: Q2 2026 in Review

Shakespeare Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.3% in Q2 2026, selling an estimated $94K and leaving 15,332 shares worth $2.24M. The position accounts for 0.59% of the portfolio, ranked #15.

Shakespeare Wealth Management first reported a position in IWP in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.34M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Shakespeare Wealth Management held 15,332 shares of iShares Russell Mid-Cap Growth ETF worth $2.24M as of Q2 2026.
Shakespeare Wealth Management sold 682 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $94K.
iShares Russell Mid-Cap Growth ETF made up 0.59% of Shakespeare Wealth Management's portfolio in Q2 2026, its #15 holding.
Shakespeare Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
Shakespeare Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.34M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.