Strategic Financial Concepts’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategic Financial Concepts’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	$1.03M	Buy	7,043 +361	+5%	+$49.8K	0.31%	74
2026 Q1	$856K	Buy	+6,682	New	+$904K	0.21%	110
2025 Q4	–	Sell	-5,601	Closed	-$798K	–	204
2025 Q3	$798K	Sell	5,601 -151	-3%	-$21.3K	0.12%	97
2025 Q2	$798K	Sell	5,752 -347	-6%	-$43.9K	0.11%	105
2025 Q1	$717K	Sell	6,099 -76	-1%	-$9.77K	0.13%	150
2024 Q4	$783K	Buy	6,175 +291	+5%	+$37K	0.15%	139
2024 Q3	$690K	Buy	5,884 +5,365	+1,034%	+$600K	0.22%	95
2024 Q2	$57.3K	Sell	519 -5,484	-91%	-$602K	0.03%	233
2024 Q1	$685K	Buy	+6,003	New	+$649K	0.17%	136
2023 Q4	–	Sell	-6,215	Closed	-$568K	–	204
2023 Q3	$568K	Buy	6,215 +1,707	+38%	+$163K	0.19%	129
2023 Q2	$436K	Buy	4,508 +80	+2%	+$7.29K	0.16%	136
2023 Q1	$403K	Buy	+4,428	New	+$395K	0.16%	132

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

Strategic Financial Concepts's IWP Position: Q2 2026 in Review

Strategic Financial Concepts increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.4% in Q2 2026, buying an estimated $49.8K and bringing the position to 7,043 shares worth $1.03M. The position accounts for 0.31% of the portfolio, ranked #74.

Strategic Financial Concepts first reported a position in IWP in Q1 2023 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Strategic Financial Concepts held 7,043 shares of iShares Russell Mid-Cap Growth ETF worth $1.03M as of Q2 2026.
Strategic Financial Concepts bought 361 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $49.8K.
iShares Russell Mid-Cap Growth ETF made up 0.31% of Strategic Financial Concepts's portfolio in Q2 2026, its #74 holding.
Strategic Financial Concepts first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 12 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.