TC
IWP icon

TAGStone Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TAGStone Capital’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 		$6.38M Buy
43,547
+34
+0.1% +$4.69K 2.03% 13
2026
Q1 		$5.57M Sell
43,513
-217
-0.5% -$29.4K 1.97% 14
2025
Q4 		$5.99M Buy
43,730
+581
+1% +$81.2K 2.23% 11
2025
Q3 		$6.14M Buy
43,149
+79
+0.2% +$11.2K 2.43% 9
2025
Q2 		$5.97M Buy
43,070
+852
+2% +$108K 2.46% 9
2025
Q1 		$4.96M Sell
42,218
-25
-0.1% -$3.21K 2.44% 10
2024
Q4 		$5.35M Buy
42,243
+524
+1% +$66.6K 2.64% 8
2024
Q3 		$4.89M Buy
41,719
+1,141
+3% +$128K 2.5% 11
2024
Q2 		$4.48M Buy
40,578
+903
+2% +$99.2K 2.54% 11
2024
Q1 		$4.53M Buy
39,675
+3,417
+9% +$370K 2.65% 10
2023
Q4 		$3.79M Buy
36,258
+941
+3% +$89.2K 2.48% 12
2023
Q3 		$3.23M Buy
35,317
+519
+1% +$49.6K 2.38% 13
2023
Q2 		$3.36M Sell
34,798
-505
-1% -$46K 2.42% 12
2023
Q1 		$3.21M Buy
35,303
+515
+1% +$46K 2.41% 12
2022
Q4 		$2.91M Buy
34,788
+813
+2% +$68.4K 2.4% 12
2022
Q3 		$2.67M Buy
33,975
+758
+2% +$65.2K 2.47% 13
2022
Q2 		$2.63M Buy
33,217
+3,390
+11% +$295K 2.51% 14
2022
Q1 		$3M Buy
29,827
+37
+0.1% +$3.69K 2.53% 13
2021
Q4 		$3.43M Buy
+29,790
New +$3.47M 2.85% 8

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

TAGStone Capital's IWP Position: Q2 2026 in Review

TAGStone Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.08% in Q2 2026, buying an estimated $4.69K and bringing the position to 43,547 shares worth $6.38M. The position accounts for 2.03% of the portfolio, ranked #13.

TAGStone Capital first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • TAGStone Capital held 43,547 shares of iShares Russell Mid-Cap Growth ETF worth $6.38M as of Q2 2026.
  • TAGStone Capital bought 34 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.69K.
  • iShares Russell Mid-Cap Growth ETF made up 2.03% of TAGStone Capital's portfolio in Q2 2026, its #13 holding.
  • TAGStone Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.