Silver Oak Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Silver Oak Securities’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	$612K	Buy	4,183 +23	+0.6%	+$3.17K	0.04%	416
2026 Q1	$533K	Buy	4,160 +547	+15%	+$74K	0.04%	414
2025 Q4	$500K	Buy	+3,613	New	+$505K	0.03%	460

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

Silver Oak Securities's IWP Position: Q2 2026 in Review

Silver Oak Securities increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.55% in Q2 2026, buying an estimated $3.17K and bringing the position to 4,183 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #416.

Silver Oak Securities first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Silver Oak Securities held 4,183 shares of iShares Russell Mid-Cap Growth ETF worth $612K as of Q2 2026.
Silver Oak Securities bought 23 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.17K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #416 holding.
Silver Oak Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.