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

Stonebridge Financial Planning Group’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 		$969K Buy
6,615
+236
+4% +$32.5K 0.31% 96
2026
Q1 		$817K Buy
6,379
+81
+1% +$11K 0.3% 93
2025
Q4 		$862K Buy
6,298
+57
+0.9% +$7.97K 0.31% 92
2025
Q3 		$889K Sell
6,241
-267
-4% -$37.7K 0.33% 86
2025
Q2 		$903K Sell
6,508
-52
-0.8% -$6.58K 0.38% 80
2025
Q1 		$771K Sell
6,560
-145
-2% -$18.6K 0.35% 81
2024
Q4 		$850K Sell
6,705
-55
-0.8% -$6.99K 0.38% 73
2024
Q3 		$793K Sell
6,760
-364
-5% -$40.7K 0.38% 75
2024
Q2 		$786K Buy
7,124
+809
+13% +$88.9K 0.4% 69
2024
Q1 		$721K Buy
6,315
+663
+12% +$71.7K 0.38% 77
2023
Q4 		$590K Buy
+5,652
New +$536K 0.34% 80
2022
Q1 		– Sell
-930
Closed -$90K – 238
2021
Q4 		$90K Hold
930
– – 0.05% 171
2021
Q3 		$113K Sell
930
-89
-9% -$10.2K 0.06% 153
2021
Q2 		$116K Hold
1,019
– – 0.06% 148
2021
Q1 		$108K Buy
1,019
+230
+29% +$24K 0.06% 152
2020
Q4 		$81K Buy
789
+211
+37% +$20.1K 0.05% 164
2020
Q3 		$53K Hold
578
– – 0.04% 177
2020
Q2 		$47K Hold
578
– – 0.04% 188
2020
Q1 		$37K Buy
578
+88
+18% +$6.41K 0.04% 191
2019
Q4 		$37K Buy
+490
New +$35.9K 0.03% 186

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Stonebridge Financial Planning Group's IWP Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.7% in Q2 2026, buying an estimated $32.5K and bringing the position to 6,615 shares worth $969K. The position accounts for 0.31% of the portfolio, ranked #96.

Stonebridge Financial Planning Group first reported a position in IWP in Q4 2019 and has held it in 20 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Stonebridge Financial Planning Group held 6,615 shares of iShares Russell Mid-Cap Growth ETF worth $969K as of Q2 2026.
  • Stonebridge Financial Planning Group bought 236 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $32.5K.
  • iShares Russell Mid-Cap Growth ETF made up 0.31% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #96 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.