Smith & Howard Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Smith & Howard Wealth 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	$223K	Buy	+1,520	New	+$210K	0.04%	90
2026 Q1	–	Sell	-1,529	Closed	-$209K	–	96
2025 Q4	$209K	Hold	1,529	–	–	0.05%	84
2025 Q3	$218K	Hold	1,529	–	–	0.05%	77
2025 Q2	$212K	Buy	+1,529	New	+$193K	0.05%	79
2014 Q1	–	Sell	-2,900	Closed	-$122K	–	129
2013 Q4	$122K	Hold	2,900	–	–	0.07%	75
2013 Q3	$113K	Hold	2,900	–	–	0.07%	60
2013 Q2	$104K	Buy	+2,900	New	+$104K	0.07%	62

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

Smith & Howard Wealth Management's IWP Position: Q2 2026 in Review

Smith & Howard Wealth Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,520 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #90 among its holdings. This is a return to the name: Smith & Howard Wealth Management previously reported a position in IWP as recently as Q4 2025.

Smith & Howard Wealth Management first reported a position in IWP in Q2 2013 and has held it in 7 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Smith & Howard Wealth Management held 1,520 shares of iShares Russell Mid-Cap Growth ETF worth $223K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Smith & Howard Wealth Management position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #90 holding.
Smith & Howard Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 7 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.