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

Theory Financial’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	$214K	Buy	+1,464	New	+$202K	0.07%	97
2026 Q1	–	Sell	-1,464	Closed	-$204K	–	100
2025 Q4	$204K	Hold	1,464	–	–	0.07%	101
2025 Q3	$209K	Hold	1,464	–	–	0.07%	88
2025 Q2	$207K	Buy	+1,464	New	+$185K	0.08%	82
2024 Q2	–	Sell	-1,847	Closed	-$211K	–	73
2024 Q1	$211K	Buy	+1,847	New	+$200K	0.11%	72

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

Theory Financial's IWP Position: Q2 2026 in Review

Theory Financial opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,464 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #97 among its holdings. This is a return to the name: Theory Financial previously reported a position in IWP as recently as Q4 2025.

Theory Financial first reported a position in IWP in Q1 2024 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Theory Financial held 1,464 shares of iShares Russell Mid-Cap Growth ETF worth $214K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Theory Financial position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Theory Financial's portfolio in Q2 2026, its #97 holding.
Theory Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.