Stokes Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stokes Family Office’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	$205K	Buy	+1,400	New	+$193K	0.02%	267
2026 Q1	–	Sell	-1,468	Closed	-$201K	–	299
2025 Q4	$201K	Buy	+1,468	New	+$205K	0.02%	295

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

Stokes Family Office's IWP Position: Q2 2026 in Review

Stokes Family Office opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,400 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings. This is a return to the name: Stokes Family Office previously reported a position in IWP as recently as Q4 2025.

Stokes Family Office first reported a position in IWP in Q4 2025 and has held it in 2 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Stokes Family Office held 1,400 shares of iShares Russell Mid-Cap Growth ETF worth $205K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Stokes Family Office position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Stokes Family Office's portfolio in Q2 2026, its #267 holding.
Stokes Family Office first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.