Tennessee Valley Asset Management Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tennessee Valley Asset Management Partners’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	$3.01M	Sell	20,548 -6,337	-24%	-$873K	0.33%	50
2026 Q1	$3.44M	Sell	26,885 -613	-2%	-$83K	0.46%	39
2025 Q4	$3.77M	Buy	27,498 +344	+1%	+$48.1K	0.49%	38
2025 Q3	$3.87M	Buy	+27,154	New	+$3.84M	0.52%	33
2025 Q2	–	Sell	-25,981	Closed	-$3.05M	–	124
2025 Q1	$3.05M	Buy	25,981 +2,650	+11%	+$341K	0.5%	31
2024 Q4	$2.96M	Buy	23,331 +1,998	+9%	+$254K	0.49%	33
2024 Q3	$2.5M	Buy	21,333 +2,728	+15%	+$305K	0.41%	37
2024 Q2	$2.05M	Buy	18,605 +265	+1%	+$29.1K	0.38%	40
2024 Q1	$2.09M	Sell	18,340 -16,968	-48%	-$1.84M	0.51%	32
2023 Q4	$3.69M	Buy	35,308 +17,827	+102%	+$1.69M	0.5%	32
2023 Q3	$1.6M	Sell	17,481 -667	-4%	-$63.8K	0.52%	30
2023 Q2	$1.75M	Buy	18,148 +83	+0.5%	+$7.56K	0.56%	28
2023 Q1	$1.64M	Buy	18,065 +387	+2%	+$34.5K	0.54%	28
2022 Q4	$1.48M	Sell	17,678 -1,183	-6%	-$99.6K	0.51%	29
2022 Q3	$1.48M	Buy	18,861 +1,808	+11%	+$156K	0.58%	26
2022 Q2	$1.35M	Sell	17,053 -626	-4%	-$54.5K	0.52%	21
2022 Q1	$1.78M	Buy	17,679 +1,064	+6%	+$106K	0.6%	17
2021 Q4	$1.91M	Buy	16,615 +369	+2%	+$43K	0.64%	18
2021 Q3	$1.82M	Sell	16,246 -31	-0.2%	-$3.57K	0.69%	18
2021 Q2	$2M	Sell	16,277 -15,351	-49%	-$1.64M	0.95%	15
2021 Q1	$3.23M	Buy	31,628 +783	+3%	+$81.9K	0.82%	18
2020 Q4	$3.17M	Buy	30,845 +15,713	+104%	+$1.5M	0.76%	20
2020 Q3	$1.31M	Buy	15,132 +504	+3%	+$42.5K	0.77%	23
2020 Q2	$1.16M	Buy	14,628 +2,940	+25%	+$213K	0.75%	23
2020 Q1	$711K	Buy	11,688 +140	+1%	+$10.2K	0.53%	23
2019 Q4	$881K	Sell	11,548 -1,280	-10%	-$93.8K	0.56%	21
2019 Q3	$907K	Sell	12,828 -190	-1%	-$13.7K	0.66%	20
2019 Q2	$928K	Sell	13,018 -510	-4%	-$35.5K	0.7%	19
2019 Q1	$918K	Buy	13,528 +1,004	+8%	+$64.5K	0.79%	19
2018 Q4	$712K	Buy	+12,524	New	+$762K	0.81%	20

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

Tennessee Valley Asset Management Partners's IWP Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 24% in Q2 2026, selling an estimated $873K and leaving 20,548 shares worth $3.01M. The position accounts for 0.33% of the portfolio, ranked #50.

Tennessee Valley Asset Management Partners first reported a position in IWP in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.87M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Tennessee Valley Asset Management Partners held 20,548 shares of iShares Russell Mid-Cap Growth ETF worth $3.01M as of Q2 2026.
Tennessee Valley Asset Management Partners sold 6,337 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $873K.
iShares Russell Mid-Cap Growth ETF made up 0.33% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #50 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
Tennessee Valley Asset Management Partners's iShares Russell Mid-Cap Growth ETF position peaked at $3.87M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.