Smartleaf Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Smartleaf Asset 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	$68.4K	Hold	473	–	–	﹤0.01%	1357
2026 Q1	$58.5K	Hold	473	–	–	﹤0.01%	1376
2025 Q4	$65.5K	Buy	473 +200	+73%	+$27.9K	﹤0.01%	1414
2025 Q3	$39.1K	Hold	273	–	–	﹤0.01%	1516
2025 Q2	$37.5K	Hold	273	–	–	﹤0.01%	1280
2025 Q1	$32.1K	Hold	273	–	–	﹤0.01%	1376
2024 Q4	$34.8K	Hold	273	–	–	﹤0.01%	1348
2024 Q3	$32K	Hold	273	–	–	﹤0.01%	1086
2024 Q2	$30.2K	Hold	273	–	–	﹤0.01%	882
2024 Q1	$31.2K	Hold	273	–	–	0.01%	775
2023 Q4	$0	Buy	+273	New	+$25.9K	﹤0.01%	1181

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

Smartleaf Asset Management's IWP Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 473 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Smartleaf Asset Management first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Smartleaf Asset Management held 473 shares of iShares Russell Mid-Cap Growth ETF worth $68.4K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #1357 holding.
Smartleaf Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.