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

Thoroughbred Financial Services’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 		$3.91M Buy
26,723
+2,107
+9% +$290K 0.19% 110
2026
Q1 		$3.15M Buy
24,616
+585
+2% +$79.2K 0.19% 111
2025
Q4 		$3.29M Buy
24,031
+17
+0.1% +$2.38K 0.19% 105
2025
Q3 		$3.42M Buy
24,014
+1,747
+8% +$247K 0.21% 105
2025
Q2 		$3.09M Buy
22,267
+200
+0.9% +$25.3K 0.22% 100
2025
Q1 		$2.59M Buy
22,067
+19,010
+622% +$2.44M 0.16% 139
2024
Q4 		$387K Buy
3,057
+454
+17% +$57.7K 0.02% 481
2024
Q3 		$305K Sell
2,603
-2,262
-46% -$253K 0.02% 518
2024
Q2 		$536K Buy
4,865
+2,845
+141% +$313K 0.04% 371
2024
Q1 		$230K Sell
2,020
-3,080
-60% -$333K 0.02% 419
2023
Q4 		$532K Buy
5,100
+1,557
+44% +$148K 0.04% 343
2023
Q3 		$323K Buy
+3,543
New +$339K 0.03% 421

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Thoroughbred Financial Services's IWP Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.6% in Q2 2026, buying an estimated $290K and bringing the position to 26,723 shares worth $3.91M. The position accounts for 0.19% of the portfolio, ranked #110.

Thoroughbred Financial Services 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.

  • Thoroughbred Financial Services held 26,723 shares of iShares Russell Mid-Cap Growth ETF worth $3.91M as of Q2 2026.
  • Thoroughbred Financial Services bought 2,107 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $290K.
  • iShares Russell Mid-Cap Growth ETF made up 0.19% of Thoroughbred Financial Services's portfolio in Q2 2026, its #110 holding.
  • Thoroughbred Financial Services 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 Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.