SWP
IWP icon

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

Summit 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 		$285K Hold
1,948
– – 0.04% 238
2026
Q1 		$250K Buy
+1,948
New +$264K 0.04% 239
2024
Q4 		– Sell
-10,570
Closed -$1.24M – 219
2024
Q3 		$1.24M Sell
10,570
-143
-1% -$16K 0.24% 78
2024
Q2 		$1.18M Buy
10,713
+811
+8% +$89.1K 0.25% 77
2024
Q1 		$1.13M Buy
9,902
+3,657
+59% +$396K 0.24% 70
2023
Q4 		$652K Buy
6,245
+285
+5% +$27K 0.15% 99
2023
Q3 		$544K Sell
5,960
-53
-0.9% -$5.07K 0.14% 99
2023
Q2 		$581K Buy
6,013
+2
+0% +$182 0.15% 96
2023
Q1 		$547K Hold
6,011
– – 0.14% 100
2022
Q4 		$502K Sell
6,011
-328
-5% -$27.6K 0.13% 107
2022
Q3 		$497K Buy
6,339
+1,365
+27% +$117K 0.14% 90
2022
Q2 		$394K Sell
4,974
-3,015
-38% -$263K 0.11% 105
2022
Q1 		$803K Sell
7,989
-127
-2% -$12.6K 0.18% 66
2021
Q4 		$935K Buy
8,116
+79
+1% +$9.21K 0.2% 58
2021
Q3 		$901K Sell
8,037
-124
-2% -$14.3K 0.21% 56
2021
Q2 		$924K Sell
8,161
-53
-0.6% -$5.66K 0.22% 59
2021
Q1 		$838K Buy
8,214
+1,193
+17% +$125K 0.21% 59
2020
Q4 		$721K Buy
7,021
+703
+11% +$66.9K 0.2% 71
2020
Q3 		$546K Buy
6,318
+68
+1% +$5.74K 0.16% 85
2020
Q2 		$494K Buy
6,250
+8
+0.1% +$580 0.16% 87
2020
Q1 		$379K Buy
6,242
+144
+2% +$10.5K 0.15% 71
2019
Q4 		$465K Buy
+6,098
New +$447K 0.16% 67

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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 Partners's IWP Position: Q2 2026 in Review

Summit Wealth Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,948 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #238.

Summit Wealth Partners first reported a position in IWP in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.24M in Q3 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Summit Wealth Partners held 1,948 shares of iShares Russell Mid-Cap Growth ETF worth $285K as of Q2 2026.
  • Summit Wealth Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #238 holding.
  • Summit Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Summit Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.24M in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.