Stonebridge Financial Group (Pennsylvania)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$17.6M	Buy	120,345 +2,685	+2%	+$370K	1.34%	19
2026 Q1	$15.1M	Buy	117,660 +5,673	+5%	+$768K	1.24%	20
2025 Q4	$15.3M	Buy	111,987 +1,923	+2%	+$269K	1.31%	19
2025 Q3	$15.7M	Sell	110,064 -2,716	-2%	-$384K	1.38%	18
2025 Q2	$15.6M	Buy	112,780 +21,510	+24%	+$2.72M	1.52%	16
2025 Q1	$10.7M	Buy	91,270 +297	+0.3%	+$38.2K	1.14%	25
2024 Q4	$11.5M	Buy	+90,973	New	+$11.6M	1.27%	22

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Stonebridge Financial Group (Pennsylvania)'s IWP Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.3% in Q2 2026, buying an estimated $370K and bringing the position to 120,345 shares worth $17.6M. The position accounts for 1.34% of the portfolio, ranked #19.

Stonebridge Financial Group (Pennsylvania) first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,078 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 120,345 shares of iShares Russell Mid-Cap Growth ETF worth $17.6M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 2,685 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $370K.
iShares Russell Mid-Cap Growth ETF made up 1.34% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #19 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.