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

Smith Salley 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	$1.24M	Buy	8,445 +14	+0.2%	+$1.93K	0.05%	146
2026 Q1	$1.08M	Buy	8,431 +12	+0.1%	+$1.62K	0.05%	145
2025 Q4	$1.15M	Hold	8,419	–	–	0.06%	146
2025 Q3	$1.2M	Sell	8,419 -1,350	-14%	-$191K	0.06%	140
2025 Q2	$1.35M	Sell	9,769 -50	-0.5%	-$6.33K	0.08%	131
2025 Q1	$1.15M	Sell	9,819 -164	-2%	-$21.1K	0.08%	134
2024 Q4	$1.27M	Hold	9,983	–	–	0.08%	133
2024 Q3	$1.17M	Sell	9,983 -19	-0.2%	-$2.12K	0.08%	132
2024 Q2	$1.1M	Sell	10,002 -932	-9%	-$102K	0.08%	130
2024 Q1	$1.25M	Buy	10,934 +725	+7%	+$78.4K	0.1%	115
2023 Q4	$1.07M	Hold	10,209	–	–	0.07%	136
2023 Q3	$933K	Hold	10,209	–	–	0.07%	134
2023 Q2	$986K	Hold	10,209	–	–	0.07%	126
2023 Q1	$930K	Hold	10,209	–	–	0.07%	134
2022 Q4	$853K	Sell	10,209 -364	-3%	-$30.6K	0.07%	136
2022 Q3	$829K	Buy	10,573 +364	+4%	+$31.3K	0.08%	131
2022 Q2	$809K	Sell	10,209 -402	-4%	-$35K	0.07%	141
2022 Q1	$1.07M	Sell	10,611 -94	-0.9%	-$9.36K	0.08%	136
2021 Q4	$1.23M	Hold	10,705	–	–	0.09%	136
2021 Q3	$1.2M	Buy	10,705 +166	+2%	+$19.1K	0.09%	132
2021 Q2	$1.19M	Buy	10,539 +282	+3%	+$30.1K	0.1%	131
2021 Q1	$1.05M	Buy	10,257 +94	+0.9%	+$9.83K	0.09%	123
2020 Q4	$1.04M	Buy	10,163 +5,505	+118%	+$524K	0.11%	113
2020 Q3	$403K	Hold	4,658	–	–	0.05%	143
2020 Q2	$368K	Hold	4,658	–	–	0.05%	140
2020 Q1	$283K	Hold	4,658	–	–	0.05%	154
2019 Q4	$355K	Hold	4,658	–	–	0.05%	153
2019 Q3	$329K	Hold	4,658	–	–	0.05%	155
2019 Q2	$332K	Buy	+4,658	New	+$324K	0.05%	153

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Smith Salley Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.17% in Q2 2026, buying an estimated $1.93K and bringing the position to 8,445 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #146.

Smith Salley Wealth Management first reported a position in IWP in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.35M in Q2 2025. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Smith Salley Wealth Management held 8,445 shares of iShares Russell Mid-Cap Growth ETF worth $1.24M as of Q2 2026.
Smith Salley Wealth Management bought 14 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.93K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Smith Salley Wealth Management's portfolio in Q2 2026, its #146 holding.
Smith Salley Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
Smith Salley Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.35M in Q2 2025.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.