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Sound Income Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sound Income Strategies’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
-272
Closed -$35K – 1439
2026
Q1 		$35K Sell
272
-47
-15% -$6.36K ﹤0.01% 957
2025
Q4 		$45.1K Buy
319
+165
+107% +$23.1K ﹤0.01% 830
2025
Q3 		$22.1K Sell
154
-614
-80% -$86.8K ﹤0.01% 788
2025
Q2 		$106K Sell
768
-110
-13% -$13.9K 0.01% 373
2025
Q1 		$103K Buy
878
+13
+2% +$1.67K 0.01% 386
2024
Q4 		$110K Buy
865
+219
+34% +$27.8K 0.01% 340
2024
Q3 		$75.8K Sell
646
-32
-5% -$3.58K ﹤0.01% 382
2024
Q2 		$74.8K Sell
678
-138
-17% -$15.2K ﹤0.01% 377
2024
Q1 		$93.2K Buy
816
+153
+23% +$16.6K 0.01% 323
2023
Q4 		$69.3K Sell
663
-175
-21% -$16.6K 0.01% 348
2023
Q3 		$76.6K Sell
838
-60
-7% -$5.74K 0.01% 245
2023
Q2 		$86.8K Sell
898
-140
-13% -$12.8K 0.01% 232
2023
Q1 		$94.5K Sell
1,038
-358
-26% -$31.9K 0.01% 202
2022
Q4 		$117K Sell
1,396
-168
-11% -$14.1K 0.01% 180
2022
Q3 		$123K Sell
1,564
-195
-11% -$16.8K 0.02% 155
2022
Q2 		$139K Sell
1,759
-94
-5% -$8.19K 0.02% 148
2022
Q1 		$186K Sell
1,853
-70
-4% -$6.97K 0.02% 143
2021
Q4 		$222K Sell
1,923
-19
-1% -$2.21K 0.03% 142
2021
Q3 		$218K Sell
1,942
-169
-8% -$19.4K 0.03% 139
2021
Q2 		$239K Buy
2,111
+2,010
+1,990% +$215K 0.03% 133
2021
Q1 		$10.3K Hold
101
– – ﹤0.01% 481
2020
Q4 		$10K Buy
101
+1
+1% +$95 ﹤0.01% 451
2020
Q3 		$9K Hold
100
– – ﹤0.01% 432
2020
Q2 		$8K Hold
100
– – ﹤0.01% 430
2020
Q1 		$6K Hold
100
– – ﹤0.01% 425
2019
Q4 		$8K Hold
100
– – ﹤0.01% 374
2019
Q3 		$7K Hold
100
– – ﹤0.01% 373
2019
Q2 		$7K Hold
100
– – ﹤0.01% 387
2019
Q1 		$7K Buy
+100
New +$6.42K ﹤0.01% 395

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sound Income Strategies's IWP Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 272 shares — an estimated $35K sold.

Sound Income Strategies first reported a position in IWP in Q1 2019 and held it in 29 quarters. The position peaked at $239K in Q2 2021. 1,006 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 272 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $35K.
  • Sound Income Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 29 quarters.
  • Sound Income Strategies's iShares Russell Mid-Cap Growth ETF position peaked at $239K in Q2 2021.
  • 1,006 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.