Stage Harbor Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stage Harbor Financial’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	$1.28M	Buy	8,759 +1,444	+20%	+$199K	0.74%	23
2026 Q1	$937K	Buy	7,315 +3,524	+93%	+$477K	0.62%	25
2025 Q4	$519K	Buy	3,791 +1,516	+67%	+$212K	0.35%	35
2025 Q3	$324K	Sell	2,275 -65	-3%	-$9.19K	0.24%	45
2025 Q2	$325K	Hold	2,340	–	–	0.26%	41
2025 Q1	$275K	Sell	2,340 -168	-7%	-$21.6K	0.23%	49
2024 Q4	$318K	Buy	2,508 +168	+7%	+$21.4K	0.28%	42
2024 Q3	$284K	Hold	2,340	–	–	0.26%	38
2024 Q2	$258K	Hold	2,340	–	–	0.25%	33
2024 Q1	$267K	Sell	2,340 -279	-11%	-$30.2K	0.24%	37
2023 Q4	$274K	Buy	+2,619	New	+$248K	0.26%	33

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

Stage Harbor Financial's IWP Position: Q2 2026 in Review

Stage Harbor Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 20% in Q2 2026, buying an estimated $199K and bringing the position to 8,759 shares worth $1.28M. The position accounts for 0.74% of the portfolio, ranked #23.

Stage Harbor Financial first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Stage Harbor Financial held 8,759 shares of iShares Russell Mid-Cap Growth ETF worth $1.28M as of Q2 2026.
Stage Harbor Financial bought 1,444 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $199K.
iShares Russell Mid-Cap Growth ETF made up 0.74% of Stage Harbor Financial's portfolio in Q2 2026, its #23 holding.
Stage Harbor Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.