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Taylor & Morgan Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Taylor & Morgan Wealth 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 		$1.4M Sell
9,537
-708
-7% -$97.6K 0.69% 25
2026
Q1 		$1.31M Sell
10,245
-221
-2% -$29.9K 0.75% 23
2025
Q4 		$1.43M Sell
10,466
-4
-0% -$559 0.8% 23
2025
Q3 		$1.49M Sell
10,470
-387
-4% -$54.7K 0.92% 19
2025
Q2 		$1.51M Sell
10,857
-98
-0.9% -$12.4K 1.02% 18
2025
Q1 		$1.29M Sell
10,955
-201
-2% -$25.8K 0.97% 21
2024
Q4 		$1.41M Sell
11,156
-254
-2% -$32.3K 0.99% 19
2024
Q3 		$1.34M Sell
11,410
-75
-0.7% -$8.39K 0.9% 20
2024
Q2 		$1.27M Sell
11,485
-137
-1% -$15.1K 0.9% 20
2024
Q1 		$1.33M Sell
11,622
-565
-5% -$61.1K 0.97% 19
2023
Q4 		$1.27M Sell
12,187
-164
-1% -$15.5K 1.01% 19
2023
Q3 		$1.13M Sell
12,351
-1,238
-9% -$118K 1.02% 19
2023
Q2 		$1.31M Buy
13,589
+2,001
+17% +$182K 1.08% 18
2023
Q1 		$1.06M Buy
11,588
+552
+5% +$49.3K 0.92% 23
2022
Q4 		$923K Sell
11,036
-12
-0.1% -$1.01K 0.87% 27
2022
Q3 		$867K Buy
11,048
+246
+2% +$21.2K 0.86% 23
2022
Q2 		$856K Sell
10,802
-12,105
-53% -$1.05M 0.81% 27
2022
Q1 		$2.3M Buy
22,907
+733
+3% +$73K 1.88% 12
2021
Q4 		$2.56M Buy
+22,174
New +$2.59M 2.07% 11

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Truist Financial
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Taylor & Morgan Wealth Management's IWP Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.9% in Q2 2026, selling an estimated $97.6K and leaving 9,537 shares worth $1.4M. The position accounts for 0.69% of the portfolio, ranked #25.

Taylor & Morgan Wealth Management first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.56M in Q4 2021. 553 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Taylor & Morgan Wealth Management held 9,537 shares of iShares Russell Mid-Cap Growth ETF worth $1.4M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 708 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $97.6K.
  • iShares Russell Mid-Cap Growth ETF made up 0.69% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.56M in Q4 2021.
  • 553 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.