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Steph & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Steph & Co’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 		$388K Sell
2,650
-163
-6% -$22.5K 0.1% 74
2026
Q1 		$360K Sell
2,813
-305
-10% -$41.3K 0.1% 76
2025
Q4 		$427K Sell
3,118
-91
-3% -$12.7K 0.12% 62
2025
Q3 		$457K Sell
3,209
-23
-0.7% -$3.25K 0.14% 63
2025
Q2 		$448K Hold
3,232
– – 0.15% 63
2025
Q1 		$380K Sell
3,232
-40
-1% -$5.14K 0.14% 67
2024
Q4 		$415K Sell
3,272
-298
-8% -$37.9K 0.14% 64
2024
Q3 		$419K Sell
3,570
-17
-0.5% -$1.9K 0.13% 69
2024
Q2 		$396K Sell
3,587
-383
-10% -$42.1K 0.13% 69
2024
Q1 		$453K Sell
3,970
-66
-2% -$7.14K 0.16% 68
2023
Q4 		$422K Sell
4,036
-180
-4% -$17.1K 0.21% 59
2023
Q3 		$385K Sell
4,216
-9
-0.2% -$860 0.22% 69
2023
Q2 		$408K Sell
4,225
-909
-18% -$82.8K 0.22% 62
2023
Q1 		$467K Sell
5,134
-500
-9% -$44.6K 0.29% 51
2022
Q4 		$471K Sell
5,634
-302
-5% -$25.4K 0.3% 50
2022
Q3 		$466K Sell
5,936
-594
-9% -$51.1K 0.33% 43
2022
Q2 		$517K Buy
6,530
+701
+12% +$61K 0.32% 43
2022
Q1 		$586K Buy
5,829
+83
+1% +$8.27K 0.35% 35
2021
Q4 		$662K Buy
5,746
+19
+0.3% +$2.21K 0.38% 31
2021
Q3 		$642K Sell
5,727
-25
-0.4% -$2.88K 0.41% 25
2021
Q2 		$651K Buy
5,752
+56
+1% +$5.98K 0.42% 26
2021
Q1 		$581K Sell
5,696
-1,393
-20% -$146K 0.4% 26
2020
Q4 		$728K Sell
7,089
-19
-0.3% -$1.81K 0.56% 24
2020
Q3 		$614K Sell
7,108
-4,706
-40% -$397K 0.57% 23
2020
Q2 		$934K Sell
11,814
-1,862
-14% -$135K 0.93% 20
2020
Q1 		$831K Sell
13,676
-554
-4% -$40.4K 0.95% 24
2019
Q4 		$1.09M Buy
+14,230
New +$1.04M 0.93% 24

Other funds holding IWP

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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Steph & Co's IWP Position: Q2 2026 in Review

Steph & Co reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.8% in Q2 2026, selling an estimated $22.5K and leaving 2,650 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #74.

Steph & Co first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.09M in Q4 2019. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Steph & Co held 2,650 shares of iShares Russell Mid-Cap Growth ETF worth $388K as of Q2 2026.
  • Steph & Co sold 163 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $22.5K.
  • iShares Russell Mid-Cap Growth ETF made up 0.1% of Steph & Co's portfolio in Q2 2026, its #74 holding.
  • Steph & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Steph & Co's iShares Russell Mid-Cap Growth ETF position peaked at $1.09M in Q4 2019.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.