Shepherd Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Shepherd Financial 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	$226K	Buy	+1,547	New	+$213K	0.02%	239
2026 Q1	–	Sell	-1,547	Closed	-$212K	–	245
2025 Q4	$212K	Hold	1,547	–	–	0.02%	236
2025 Q3	$220K	Hold	1,547	–	–	0.02%	234
2025 Q2	$215K	Buy	+1,547	New	+$196K	0.02%	232
2024 Q2	–	Sell	-2,104	Closed	-$240K	–	216
2024 Q1	$240K	Hold	2,104	–	–	0.03%	196
2023 Q4	$220K	Buy	+2,104	New	+$199K	0.03%	196

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

Shepherd Financial Partners's IWP Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,547 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: Shepherd Financial Partners previously reported a position in IWP as recently as Q4 2025.

Shepherd Financial Partners first reported a position in IWP in Q4 2023 and has held it in 6 quarters since. The position peaked at $240K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Shepherd Financial Partners held 1,547 shares of iShares Russell Mid-Cap Growth ETF worth $226K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Shepherd Financial Partners position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #239 holding.
Shepherd Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 6 quarters since.
Shepherd Financial Partners's iShares Russell Mid-Cap Growth ETF position peaked at $240K in Q1 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.