Symphony Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Symphony Financial’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	$213K	Buy	+1,472	New	+$203K	0.02%	345
2026 Q1	–	Sell	-1,470	Closed	-$204K	–	326
2025 Q4	$204K	Buy	1,470 +1	+0.1%	+$140	0.03%	281
2025 Q3	$208K	Buy	1,469 +1	+0.1%	+$141	0.03%	259
2025 Q2	$203K	Buy	+1,468	New	+$186K	0.03%	250

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

Symphony Financial's IWP Position: Q2 2026 in Review

Symphony Financial opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,472 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings. This is a return to the name: Symphony Financial previously reported a position in IWP as recently as Q4 2025.

Symphony Financial first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Symphony Financial held 1,472 shares of iShares Russell Mid-Cap Growth ETF worth $213K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Symphony Financial position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #345 holding.
Symphony Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.