StoryOne LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

StoryOne LLC’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	$21.7M	Buy	+148,100	New	+$20.4M	10.25%	3
2026 Q1	–	Hold	0	–	–	–	3
2025 Q4	–	Hold	0	–	–	–	3

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

StoryOne LLC's IWP Position: Q2 2026 in Review

StoryOne LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 148,100 shares worth $21.7M. The stake represents 10.25% of the portfolio and ranks #3 among its holdings.

1,209 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

StoryOne LLC held 148,100 shares of iShares Russell Mid-Cap Growth ETF worth $21.7M as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new StoryOne LLC position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 10.25% of StoryOne LLC's portfolio in Q2 2026, its #3 holding.
1,209 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on StoryOne LLC's 13F filing for Q2 2026, filed 24 Jul 2026.