Stegner Investment Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stegner Investment Associates’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	$1.45M	Sell	9,887 -349	-3%	-$48.1K	0.69%	12
2026 Q1	$1.31M	Buy	10,236 +3,900	+62%	+$528K	0.72%	12
2025 Q4	$868K	Buy	6,336 +2,072	+49%	+$290K	0.46%	12
2025 Q3	$607K	Sell	4,264 -141	-3%	-$19.9K	0.33%	17
2025 Q2	$611K	Hold	4,405	–	–	0.37%	15
2025 Q1	$518K	Hold	4,405	–	–	0.36%	17
2024 Q4	$558K	Hold	4,405	–	–	0.37%	17
2024 Q3	$517K	Hold	4,405	–	–	0.35%	16
2024 Q2	$486K	Hold	4,405	–	–	0.35%	16
2024 Q1	$503K	Hold	4,405	–	–	0.37%	15
2023 Q4	$460K	Hold	4,405	–	–	0.36%	15
2023 Q3	$402K	Hold	4,405	–	–	0.35%	18
2023 Q2	$426K	Hold	4,405	–	–	0.35%	18
2023 Q1	$398K	Sell	4,405 -1,027	-19%	-$91.7K	0.35%	17
2022 Q4	$454K	Buy	5,432 +819	+18%	+$68.9K	0.42%	16
2022 Q3	$368K	Hold	4,613	–	–	0.35%	17
2022 Q2	$365K	Sell	4,613 -3,061	-40%	-$267K	0.35%	16
2022 Q1	$771K	Buy	7,674 +3,163	+70%	+$315K	0.61%	16
2021 Q4	$520K	Hold	4,511	–	–	0.37%	19
2021 Q3	$506K	Hold	4,511	–	–	0.38%	18
2021 Q2	$511K	Hold	4,511	–	–	0.38%	18
2021 Q1	$460K	Hold	4,511	–	–	0.37%	17
2020 Q4	$463K	Sell	4,511 -1	-0%	-$95	0.39%	17
2020 Q3	$390K	Buy	+4,512	New	+$381K	0.38%	18

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

Stegner Investment Associates's IWP Position: Q2 2026 in Review

Stegner Investment Associates reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.4% in Q2 2026, selling an estimated $48.1K and leaving 9,887 shares worth $1.45M. The position accounts for 0.69% of the portfolio, ranked #12.

Stegner Investment Associates first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. 1,209 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Stegner Investment Associates held 9,887 shares of iShares Russell Mid-Cap Growth ETF worth $1.45M as of Q2 2026.
Stegner Investment Associates sold 349 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.1K.
iShares Russell Mid-Cap Growth ETF made up 0.69% of Stegner Investment Associates's portfolio in Q2 2026, its #12 holding.
Stegner Investment Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
1,209 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.