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

SkyOak Wealth’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	$450K	Hold	3,072	–	–	0.07%	143
2026 Q1	$394K	Hold	3,072	–	–	0.07%	147
2025 Q4	$421K	Sell	3,072 -62	-2%	-$8.66K	0.08%	143
2025 Q3	$446K	Hold	3,134	–	–	0.08%	133
2025 Q2	$435K	Hold	3,134	–	–	0.09%	137
2025 Q1	$368K	Sell	3,134 -111	-3%	-$14.3K	0.08%	140
2024 Q4	$411K	Sell	3,245 -17	-0.5%	-$2.16K	0.09%	133
2024 Q3	$383K	Hold	3,262	–	–	0.08%	139
2024 Q2	$360K	Sell	3,262 -371	-10%	-$40.8K	0.08%	147
2024 Q1	$415K	Buy	3,633 +113	+3%	+$12.2K	0.1%	142
2023 Q4	$368K	Sell	3,520 -636	-15%	-$60.3K	0.1%	146
2023 Q3	$380K	Buy	4,156 +259	+7%	+$24.8K	0.11%	132
2023 Q2	$377K	Buy	3,897 +545	+16%	+$49.7K	0.11%	141
2023 Q1	$305K	Sell	3,352 -52	-2%	-$4.64K	0.09%	163
2022 Q4	$285K	Buy	3,404 +237	+7%	+$19.9K	0.1%	165
2022 Q3	$248K	Buy	3,167 +312	+11%	+$26.9K	0.09%	174
2022 Q2	$226K	Sell	2,855 -14	-0.5%	-$1.22K	0.08%	180
2022 Q1	$288K	Buy	+2,869	New	+$286K	0.08%	182

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

SkyOak Wealth's IWP Position: Q2 2026 in Review

SkyOak Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,072 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #143.

SkyOak Wealth first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

SkyOak Wealth held 3,072 shares of iShares Russell Mid-Cap Growth ETF worth $450K as of Q2 2026.
SkyOak Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #143 holding.
SkyOak Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.