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

Tassel Capital Management’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	$373K	Hold	2,547	–	–	0.17%	34
2026 Q1	$326K	Sell	2,547 -430	-14%	-$58.2K	0.18%	31
2025 Q4	$408K	Hold	2,977	–	–	0.25%	19
2025 Q3	$424K	Buy	2,977 +2	+0.1%	+$283	0.27%	19
2025 Q2	$413K	Buy	2,975 +14	+0.5%	+$1.77K	0.32%	19
2025 Q1	$348K	Buy	2,961 +415	+16%	+$53.4K	0.3%	24
2024 Q4	$323K	Buy	+2,546	New	+$324K	0.29%	28

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

Tassel Capital Management's IWP Position: Q2 2026 in Review

Tassel Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,547 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #34.

Tassel Capital Management first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q3 2025. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Tassel Capital Management held 2,547 shares of iShares Russell Mid-Cap Growth ETF worth $373K as of Q2 2026.
Tassel Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Tassel Capital Management's portfolio in Q2 2026, its #34 holding.
Tassel Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Tassel Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $424K in Q3 2025.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Tassel Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.