Snider Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Snider Financial Group’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	–	Sell	-2,055	Closed	-$263K	–	109
2026 Q1	$263K	Sell	2,055 -905	-31%	-$122K	0.08%	89
2025 Q4	$405K	Sell	2,960 -1,139	-28%	-$159K	0.11%	77
2025 Q3	$584K	Buy	4,099 +194	+5%	+$27.4K	0.16%	71
2025 Q2	$542K	Buy	3,905 +655	+20%	+$82.9K	0.16%	71
2025 Q1	$382K	Sell	3,250 -76	-2%	-$9.77K	0.12%	82
2024 Q4	$422K	Buy	+3,326	New	+$423K	0.13%	77

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

Snider Financial Group's IWP Position: Q2 2026 in Review

Snider Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 2,055 shares — an estimated $263K sold.

Snider Financial Group first reported a position in IWP in Q4 2024 and held it in 6 quarters. The position peaked at $584K in Q3 2025. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Snider Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Snider Financial Group sold 2,055 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $263K.
Snider Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
Snider Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $584K in Q3 2025.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.