Sharkey, Howes & Javer’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sharkey, Howes & Javer’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	$747K	Hold	5,103	–	–	0.09%	95
2026 Q1	$654K	Hold	5,103	–	–	0.09%	100
2025 Q4	$699K	Hold	5,103	–	–	0.09%	98
2025 Q3	$727K	Hold	5,103	–	–	0.09%	98
2025 Q2	$708K	Hold	5,103	–	–	0.09%	100
2025 Q1	$600K	Hold	5,103	–	–	0.09%	101
2024 Q4	$647K	Hold	5,103	–	–	0.09%	100
2024 Q3	$599K	Sell	5,103 -339	-6%	-$37.9K	0.09%	95
2024 Q2	$601K	Hold	5,442	–	–	0.1%	80
2024 Q1	$621K	Hold	5,442	–	–	0.1%	82
2023 Q4	$568K	Hold	5,442	–	–	0.1%	78
2023 Q3	$497K	Hold	5,442	–	–	0.1%	81
2023 Q2	$526K	Hold	5,442	–	–	0.1%	71
2023 Q1	$496K	Hold	5,442	–	–	0.11%	70
2022 Q4	$455K	Sell	5,442 -1,379	-20%	-$116K	0.1%	72
2022 Q3	$535K	Hold	6,821	–	–	0.12%	73
2022 Q2	$540K	Sell	6,821 -553	-7%	-$48.2K	0.13%	59
2022 Q1	$741K	Buy	7,374 +2	+0%	+$199	0.17%	50
2021 Q4	$849K	Buy	7,372 +4	+0.1%	+$466	0.19%	50
2021 Q3	$826K	Hold	7,368	–	–	0.21%	48
2021 Q2	$834K	Sell	7,368 -368	-5%	-$39.3K	0.22%	45
2021 Q1	$790K	Buy	7,736 +182	+2%	+$19K	0.25%	44
2020 Q4	$775K	Buy	7,554 +2	+0%	+$190	0.26%	42
2020 Q3	$653K	Buy	7,552 +2	+0%	+$169	0.25%	45
2020 Q2	$597K	Buy	7,550 +6	+0.1%	+$435	0.26%	45
2020 Q1	$459K	Hold	7,544	–	–	0.24%	44
2019 Q4	$576K	Buy	7,544 +2,102	+39%	+$154K	0.24%	42
2019 Q3	$385K	Buy	+5,442	New	+$391K	0.17%	44
2015 Q2	–	Sell	-4,800	Closed	-$235K	–	227
2015 Q1	$235K	Buy	+4,800	New	+$229K	0.15%	33

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

Sharkey, Howes & Javer's IWP Position: Q2 2026 in Review

Sharkey, Howes & Javer held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 5,103 shares worth $747K. The position accounts for 0.09% of the portfolio, ranked #95.

Sharkey, Howes & Javer first reported a position in IWP in Q1 2015 and has held it in 29 quarters since. The position peaked at $849K in Q4 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sharkey, Howes & Javer held 5,103 shares of iShares Russell Mid-Cap Growth ETF worth $747K as of Q2 2026.
Sharkey, Howes & Javer left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #95 holding.
Sharkey, Howes & Javer first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and has held it in 29 quarters since.
Sharkey, Howes & Javer's iShares Russell Mid-Cap Growth ETF position peaked at $849K in Q4 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.