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Team Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Team Financial 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 		– Sell
-156
Closed -$20K – 157
2026
Q1 		$20K Hold
156
– – 0.01% 165
2025
Q4 		$21.4K Hold
156
– – 0.01% 154
2025
Q3 		$22.2K Hold
156
– – 0.01% 143
2025
Q2 		$21.6K Buy
+156
New +$19.7K 0.01% 130

Other funds holding IWP

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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Team Financial Group's IWP Position: Q2 2026 in Review

Team Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 156 shares — an estimated $20K sold.

Team Financial Group first reported a position in IWP in Q2 2025 and held it in 4 quarters. The position peaked at $22.2K in Q3 2025. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Team Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 156 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $20K.
  • Team Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $22.2K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.