Syntegra Private Wealth Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Syntegra Private Wealth Group’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	$405K	Hold	2,766	–	–	0.03%	144
2026 Q1	$354K	Hold	2,766	–	–	0.03%	138
2025 Q4	$379K	Hold	2,766	–	–	0.03%	134
2025 Q3	$394K	Hold	2,766	–	–	0.04%	130
2025 Q2	$384K	Hold	2,766	–	–	0.04%	126
2025 Q1	$325K	Hold	2,766	–	–	0.04%	119
2024 Q4	$351K	Hold	2,766	–	–	0.04%	105
2024 Q3	$324K	Sell	2,766 -1	-0%	-$112	0.04%	117
2024 Q2	$305K	Hold	2,767	–	–	0.04%	111
2024 Q1	$316K	Sell	2,767 -184	-6%	-$19.9K	0.04%	107
2023 Q4	$308K	Buy	2,951 +1	+0%	+$95	0.04%	102
2023 Q3	$269K	Hold	2,950	–	–	0.04%	104
2023 Q2	$285K	Hold	2,950	–	–	0.04%	108
2023 Q1	$269K	Hold	2,950	–	–	0.05%	102
2022 Q4	$247K	Buy	+2,950	New	+$248K	0.05%	94

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Syntegra Private Wealth Group's IWP Position: Q2 2026 in Review

Syntegra Private Wealth Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,766 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #144.

Syntegra Private Wealth Group first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Syntegra Private Wealth Group held 2,766 shares of iShares Russell Mid-Cap Growth ETF worth $405K as of Q2 2026.
Syntegra Private Wealth Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #144 holding.
Syntegra Private Wealth Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.