TCP Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TCP Asset 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	$210K	Sell	1,432 -176	-11%	-$24.3K	0.02%	135
2026 Q1	$206K	Buy	1,608 +53	+3%	+$7.17K	0.03%	124
2025 Q4	$213K	Buy	1,555 +121	+8%	+$16.9K	0.04%	103
2025 Q3	$204K	Buy	+1,434	New	+$203K	0.04%	112
2025 Q1	–	Sell	-1,739	Closed	-$220K	–	94
2024 Q4	$220K	Hold	1,739	–	–	0.05%	82
2024 Q3	$204K	Buy	+1,739	New	+$194K	0.05%	87
2024 Q2	–	Sell	-1,921	Closed	-$219K	–	80
2024 Q1	$219K	Buy	+1,921	New	+$208K	0.06%	70

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

TCP Asset Management's IWP Position: Q2 2026 in Review

TCP Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, selling an estimated $24.3K and leaving 1,432 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #135.

TCP Asset Management first reported a position in IWP in Q1 2024 and has held it in 7 quarters since. The position peaked at $220K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TCP Asset Management held 1,432 shares of iShares Russell Mid-Cap Growth ETF worth $210K as of Q2 2026.
TCP Asset Management sold 176 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.3K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of TCP Asset Management's portfolio in Q2 2026, its #135 holding.
TCP Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 7 quarters since.
TCP Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $220K in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.