Strategic Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategic Wealth Partners’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	$5.86K	Hold	40	–	–	﹤0.01%	1026
2026 Q1	$5.13K	Hold	40	–	–	﹤0.01%	1029
2025 Q4	$5.48K	Buy	+40	New	+$5.59K	﹤0.01%	1035
2019 Q2	–	Sell	-166	Closed	-$11K	–	780
2019 Q1	$11K	Hold	166	–	–	0.01%	478
2018 Q4	$10K	Hold	166	–	–	0.01%	476
2018 Q3	$11K	Hold	166	–	–	0.01%	433
2018 Q2	$11K	Hold	166	–	–	0.01%	503
2018 Q1	$10K	Hold	166	–	–	0.01%	536
2017 Q4	$10K	Buy	+166	New	+$9.76K	0.01%	541

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 Wealth Partners's IWP Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 40 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Strategic Wealth Partners first reported a position in IWP in Q4 2017 and has held it in 9 quarters since. The position peaked at $11K in Q1 2019. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Strategic Wealth Partners held 40 shares of iShares Russell Mid-Cap Growth ETF worth $5.86K as of Q2 2026.
Strategic Wealth Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1026 holding.
Strategic Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 9 quarters since.
Strategic Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $11K in Q1 2019.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.