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

Spire 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 		$902K Sell
6,160
-5,045
-45% -$695K 0.03% 410
2026
Q1 		$1.44M Sell
11,205
-3,469
-24% -$469K 0.05% 322
2025
Q4 		$2.01M Buy
14,674
+1,789
+14% +$250K 0.07% 253
2025
Q3 		$1.83M Buy
12,885
+1,373
+12% +$194K 0.06% 254
2025
Q2 		$1.6M Sell
11,512
-514
-4% -$65K 0.06% 274
2025
Q1 		$1.41M Buy
12,026
+501
+4% +$64.4K 0.05% 331
2024
Q4 		$1.46M Buy
11,525
+3,666
+47% +$466K 0.05% 308
2024
Q3 		$922K Buy
7,859
+67
+0.9% +$7.49K 0.03% 386
2024
Q2 		$860K Sell
7,792
-129
-2% -$14.2K 0.03% 374
2024
Q1 		$904K Buy
7,921
+342
+5% +$37K 0.02% 394
2023
Q4 		$788K Buy
7,579
+998
+15% +$94.6K 0.03% 413
2023
Q3 		$601K Sell
6,581
-92
-1% -$8.8K 0.02% 440
2023
Q2 		$645K Sell
6,673
-9,965
-60% -$908K 0.02% 434
2023
Q1 		$1.51M Buy
16,638
+10,450
+169% +$933K 0.06% 271
2022
Q4 		$517K Sell
6,188
-43
-0.7% -$3.62K 0.03% 358
2022
Q3 		$489K Buy
6,231
+594
+11% +$51.1K 0.03% 332
2022
Q2 		$447K Sell
5,637
-1,022
-15% -$89K 0.02% 507
2022
Q1 		$669K Sell
6,659
-9,824
-60% -$978K 0.02% 491
2021
Q4 		$1.9M Buy
16,483
+1,087
+7% +$127K 0.04% 318
2021
Q3 		$1.73M Sell
15,396
-2,338
-13% -$269K 0.05% 311
2021
Q2 		$2.01M Buy
17,734
+425
+2% +$45.4K 0.05% 287
2021
Q1 		$1.77M Buy
+17,309
New +$1.81M 0.05% 309

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Spire Wealth Management's IWP Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 45% in Q2 2026, selling an estimated $695K and leaving 6,160 shares worth $902K. The position accounts for 0.03% of the portfolio, ranked #410.

Spire Wealth Management first reported a position in IWP in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.01M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Spire Wealth Management held 6,160 shares of iShares Russell Mid-Cap Growth ETF worth $902K as of Q2 2026.
  • Spire Wealth Management sold 5,045 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $695K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Spire Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.01M in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.