TFC Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TFC Financial 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	$130K	Hold	888	–	–	0.01%	186
2026 Q1	$114K	Buy	888 +124	+16%	+$16.8K	0.01%	186
2025 Q4	$105K	Hold	764	–	–	0.01%	203
2025 Q3	$109K	Hold	764	–	–	0.01%	190
2025 Q2	$106K	Hold	764	–	–	0.01%	197
2025 Q1	$89.8K	Hold	764	–	–	0.01%	201
2024 Q4	$96.8K	Hold	764	–	–	0.02%	195
2024 Q3	$89.6K	Buy	764 +562	+278%	+$62.8K	0.01%	201
2024 Q2	$22.3K	Hold	202	–	–	﹤0.01%	290
2024 Q1	$23.1K	Sell	202 -375	-65%	-$40.6K	﹤0.01%	282
2023 Q4	$60.3K	Buy	577 +15	+3%	+$1.42K	0.01%	212
2023 Q3	$51.3K	Buy	+562	New	+$53.7K	0.01%	216

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

TFC Financial Management's IWP Position: Q2 2026 in Review

TFC Financial Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 888 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #186.

TFC Financial Management first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TFC Financial Management held 888 shares of iShares Russell Mid-Cap Growth ETF worth $130K as of Q2 2026.
TFC Financial Management 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 TFC Financial Management's portfolio in Q2 2026, its #186 holding.
TFC Financial Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.