Stiles Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stiles Financial Services’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	$339K	Buy	2,315 +115	+5%	+$15.9K	0.09%	144
2026 Q1	$282K	Hold	2,200	–	–	0.09%	148
2025 Q4	$301K	Hold	2,200	–	–	0.09%	149
2025 Q3	$313K	Hold	2,200	–	–	0.1%	146
2025 Q2	$305K	Hold	2,200	–	–	0.11%	145
2025 Q1	$258K	Hold	2,200	–	–	0.1%	150
2024 Q4	$279K	Hold	2,200	–	–	0.1%	153
2024 Q3	$258K	Hold	2,200	–	–	0.09%	165
2024 Q2	$243K	Sell	2,200 -500	-19%	-$54.9K	0.09%	165
2024 Q1	$308K	Hold	2,700	–	–	0.12%	136
2023 Q4	$282K	Buy	2,700 +1	+0%	+$95	0.13%	142
2023 Q3	$247K	Hold	2,699	–	–	0.13%	150
2023 Q2	$261K	Hold	2,699	–	–	0.13%	156
2023 Q1	$246K	Buy	+2,699	New	+$241K	0.13%	158
2022 Q3	–	Sell	-2,865	Closed	-$227K	–	178
2022 Q2	$227K	Hold	2,865	–	–	0.14%	146
2022 Q1	$288K	Sell	2,865 -292	-9%	-$29.1K	0.14%	133
2021 Q4	$364K	Buy	+3,157	New	+$368K	0.18%	126

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

Stiles Financial Services's IWP Position: Q2 2026 in Review

Stiles Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,315 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #144.

Stiles Financial Services first reported a position in IWP in Q4 2021 and has held it in 17 quarters since. The position peaked at $364K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Stiles Financial Services held 2,315 shares of iShares Russell Mid-Cap Growth ETF worth $339K as of Q2 2026.
Stiles Financial Services bought 115 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $15.9K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Stiles Financial Services's portfolio in Q2 2026, its #144 holding.
Stiles Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
Stiles Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $364K in Q4 2021.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.