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

Shira Ridge 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	$267K	Hold	1,822	–	–	0.09%	68
2026 Q1	$233K	Hold	1,822	–	–	0.09%	69
2025 Q4	$250K	Hold	1,822	–	–	0.1%	68
2025 Q3	$259K	Hold	1,822	–	–	0.11%	71
2025 Q2	$253K	Hold	1,822	–	–	0.12%	69
2025 Q1	$214K	Hold	1,822	–	–	0.11%	73
2024 Q4	$231K	Sell	1,822 -9	-0.5%	-$1.14K	0.11%	70
2024 Q3	$215K	Hold	1,831	–	–	0.11%	75
2024 Q2	$202K	Hold	1,831	–	–	0.11%	75
2024 Q1	$209K	Buy	+1,831	New	+$198K	0.12%	71

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Shira Ridge Wealth Management's IWP Position: Q2 2026 in Review

Shira Ridge Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,822 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #68.

Shira Ridge Wealth Management first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 495 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Shira Ridge Wealth Management held 1,822 shares of iShares Russell Mid-Cap Growth ETF worth $267K as of Q2 2026.
Shira Ridge Wealth Management 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 Shira Ridge Wealth Management's portfolio in Q2 2026, its #68 holding.
Shira Ridge Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
495 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.