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

StrongBox Wealth’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	$129K	Buy	+882	New	+$122K	0.04%	120
2022 Q4	–	Sell	-4,840	Closed	-$380K	–	82
2022 Q3	$380K	Buy	4,840 +143	+3%	+$12.3K	0.28%	61
2022 Q2	$372K	Sell	4,697 -158	-3%	-$13.8K	0.24%	67
2022 Q1	$488K	Sell	4,855 -7,010	-59%	-$698K	0.28%	62
2021 Q4	$1.37M	Buy	11,865 +1,320	+13%	+$154K	0.68%	45
2021 Q3	$1.18M	Buy	10,545 +588	+6%	+$67.6K	0.66%	49
2021 Q2	$1.13M	Sell	9,957 -978	-9%	-$104K	0.65%	47
2021 Q1	$1.12M	Sell	10,935 -1,707	-14%	-$178K	0.69%	44
2020 Q4	$1.3M	Buy	12,642 +544	+4%	+$51.8K	0.84%	35
2020 Q3	$1.05M	Buy	12,098 +118	+1%	+$9.96K	0.77%	35
2020 Q2	$947K	Buy	11,980 +4,658	+64%	+$338K	0.86%	36
2020 Q1	$445K	Buy	+7,322	New	+$534K	0.5%	51

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 22.9% 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

StrongBox Wealth's IWP Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 882 shares worth $129K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in IWP as recently as Q3 2022.

StrongBox Wealth first reported a position in IWP in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.37M in Q4 2021. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

StrongBox Wealth held 882 shares of iShares Russell Mid-Cap Growth ETF worth $129K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new StrongBox Wealth position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of StrongBox Wealth's portfolio in Q2 2026, its #120 holding.
StrongBox Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 12 quarters since.
StrongBox Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $1.37M in Q4 2021.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.