Strengthening Families & Communities LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strengthening Families & Communities 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	–	Sell	-96	Closed	-$12.3K	–	845
2026 Q1	$12.3K	Buy	+96	New	+$13K	﹤0.01%	343
2025 Q4	–	Sell	-96	Closed	-$13.8K	–	557
2025 Q3	$13.8K	Buy	+96	New	+$13.6K	﹤0.01%	345
2024 Q4	–	Sell	-133	Closed	-$15.6K	–	444
2024 Q3	$15.6K	Buy	+133	New	+$14.9K	﹤0.01%	321

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

Strengthening Families & Communities LLC's IWP Position: Q2 2026 in Review

Strengthening Families & Communities LLC sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 96 shares — an estimated $12.3K sold.

Strengthening Families & Communities LLC first reported a position in IWP in Q3 2024 and held it in 3 quarters. The position peaked at $15.6K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Strengthening Families & Communities LLC reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Strengthening Families & Communities LLC sold 96 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.3K.
Strengthening Families & Communities LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and held it in 3 quarters.
Strengthening Families & Communities LLC's iShares Russell Mid-Cap Growth ETF position peaked at $15.6K in Q3 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.