Summit Wealth Group (Colorado)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Summit Wealth Group (Colorado)’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	$9.62M	Buy	65,699 +4,969	+8%	+$685K	0.8%	18
2026 Q1	$7.81M	Buy	60,730 +37,450	+161%	+$5.07M	0.82%	19
2025 Q4	$3.19M	Buy	+23,280	New	+$3.25M	0.42%	35
2025 Q3	–	Sell	-23,614	Closed	-$3.27M	–	570
2025 Q2	$3.27M	Buy	+23,614	New	+$2.99M	0.82%	32

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

Summit Wealth Group (Colorado)'s IWP Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.2% in Q2 2026, buying an estimated $685K and bringing the position to 65,699 shares worth $9.62M. The position accounts for 0.8% of the portfolio, ranked #18.

Summit Wealth Group (Colorado) first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Summit Wealth Group (Colorado) held 65,699 shares of iShares Russell Mid-Cap Growth ETF worth $9.62M as of Q2 2026.
Summit Wealth Group (Colorado) bought 4,969 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $685K.
iShares Russell Mid-Cap Growth ETF made up 0.8% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #18 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.