Sittner & Nelson’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sittner & Nelson’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	$117K	Hold	800	–	–	0.04%	220
2026 Q1	$102K	Hold	800	–	–	0.04%	225
2025 Q4	$108K	Hold	800	–	–	0.04%	205
2025 Q3	$114K	Hold	800	–	–	0.04%	189
2025 Q2	$111K	Hold	800	–	–	0.04%	184
2025 Q1	$94K	Hold	800	–	–	0.04%	186
2024 Q4	$101K	Hold	800	–	–	0.04%	172
2024 Q3	$93.8K	Hold	800	–	–	0.04%	185
2024 Q2	$88.3K	Hold	800	–	–	0.04%	171
2024 Q1	$91.3K	Hold	800	–	–	0.05%	165
2023 Q4	$83.6K	Hold	800	–	–	0.04%	166
2023 Q3	$73.1K	Hold	800	–	–	0.04%	171
2023 Q2	$77.3K	Hold	800	–	–	0.04%	170
2023 Q1	$72.8K	Hold	800	–	–	0.04%	185
2022 Q4	$66.9K	Hold	800	–	–	0.04%	195
2022 Q3	$63K	Hold	800	–	–	0.04%	188
2022 Q2	$63K	Hold	800	–	–	0.04%	191
2022 Q1	$80K	Hold	800	–	–	0.05%	168
2021 Q4	$92K	Hold	800	–	–	0.05%	155
2021 Q3	$90K	Hold	800	–	–	0.06%	145
2021 Q2	$91K	Hold	800	–	–	0.06%	136
2021 Q1	$82K	Hold	800	–	–	0.06%	140
2020 Q4	$82K	Buy	+800	New	+$76.1K	0.07%	128

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

Sittner & Nelson's IWP Position: Q2 2026 in Review

Sittner & Nelson held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 800 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #220.

Sittner & Nelson first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sittner & Nelson held 800 shares of iShares Russell Mid-Cap Growth ETF worth $117K as of Q2 2026.
Sittner & Nelson left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Sittner & Nelson's portfolio in Q2 2026, its #220 holding.
Sittner & Nelson first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.