SIMA Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

SIMA Wealth 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	$17.4K	Hold	119	–	–	0.01%	103
2026 Q1	$15.2K	Hold	119	–	–	0.01%	105
2025 Q4	$16.3K	Hold	119	–	–	0.01%	104
2025 Q3	$16.9K	Hold	119	–	–	0.01%	109
2025 Q2	$16.5K	Sell	119 -656	-85%	-$83K	0.01%	108
2025 Q1	$91.1K	Hold	775	–	–	0.08%	69
2024 Q4	$98.2K	Hold	775	–	–	0.08%	68
2024 Q3	$90.9K	Sell	775 -251	-24%	-$28.1K	0.08%	67
2024 Q2	$113K	Buy	+1,026	New	+$113K	0.11%	60

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

SIMA Wealth Partners's IWP Position: Q2 2026 in Review

SIMA Wealth Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 119 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #103.

SIMA Wealth Partners first reported a position in IWP in Q2 2024 and has held it in 9 quarters since. The position peaked at $113K in Q2 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

SIMA Wealth Partners held 119 shares of iShares Russell Mid-Cap Growth ETF worth $17.4K as of Q2 2026.
SIMA Wealth Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #103 holding.
SIMA Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $113K in Q2 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.