Texas Yale Capital Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Texas Yale Capital Corp’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	$521K	Hold	3,561	–	–	0.01%	374
2026 Q1	$456K	Sell	3,561 -27	-0.8%	-$3.65K	0.01%	380
2025 Q4	$491K	Hold	3,588	–	–	0.01%	360
2025 Q3	$511K	Hold	3,588	–	–	0.02%	357
2025 Q2	$498K	Hold	3,588	–	–	0.02%	339
2025 Q1	$422K	Hold	3,588	–	–	0.02%	348
2024 Q4	$455K	Hold	3,588	–	–	0.02%	340
2024 Q3	$421K	Buy	3,588 +498	+16%	+$55.7K	0.02%	351
2024 Q2	$341K	Hold	3,090	–	–	0.02%	358
2024 Q1	$353K	Hold	3,090	–	–	0.02%	355
2023 Q4	$323K	Hold	3,090	–	–	0.02%	365
2023 Q3	$282K	Hold	3,090	–	–	0.01%	365
2023 Q2	$299K	Hold	3,090	–	–	0.01%	367
2023 Q1	$281K	Hold	3,090	–	–	0.01%	384
2022 Q4	$258K	Hold	3,090	–	–	0.01%	398
2022 Q3	$242K	Hold	3,090	–	–	0.02%	389
2022 Q2	$245K	Hold	3,090	–	–	0.02%	386
2022 Q1	$311K	Hold	3,090	–	–	0.02%	372
2021 Q4	$356K	Hold	3,090	–	–	0.02%	359
2021 Q3	$346K	Hold	3,090	–	–	0.02%	359
2021 Q2	$350K	Hold	3,090	–	–	0.02%	357
2021 Q1	$315K	Hold	3,090	–	–	0.02%	363
2020 Q4	$317K	Hold	3,090	–	–	0.02%	360
2020 Q3	$267K	Hold	3,090	–	–	0.02%	364
2020 Q2	$244K	Buy	+3,090	New	+$224K	0.02%	371
2020 Q1	–	Sell	-3,090	Closed	-$236K	–	425
2019 Q4	$236K	Hold	3,090	–	–	0.02%	423
2019 Q3	$218K	Hold	3,090	–	–	0.02%	423
2019 Q2	$220K	Sell	3,090 -3,090	-50%	-$215K	0.02%	427
2019 Q1	$420K	Buy	+6,180	New	+$397K	0.02%	420
2018 Q4	–	Sell	-3,090	Closed	-$209K	–	428
2018 Q3	$209K	Buy	+3,090	New	+$205K	0.02%	426

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

Texas Yale Capital Corp's IWP Position: Q2 2026 in Review

Texas Yale Capital Corp held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,561 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #374.

Texas Yale Capital Corp first reported a position in IWP in Q3 2018 and has held it in 30 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Texas Yale Capital Corp held 3,561 shares of iShares Russell Mid-Cap Growth ETF worth $521K as of Q2 2026.
Texas Yale Capital Corp left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Texas Yale Capital Corp's portfolio in Q2 2026, its #374 holding.
Texas Yale Capital Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 30 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.