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

Tidemark’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 		$6.74K Buy
+46
New +$6.34K ﹤0.01% 553
2024
Q3 		– Sell
-7
Closed -$772 – 632
2024
Q2 		$772 Sell
7
-46
-87% -$5.05K ﹤0.01% 577
2024
Q1 		$6.04K Sell
53
-232
-81% -$25.1K ﹤0.01% 494
2023
Q4 		$29.7K Buy
+285
New +$27K 0.02% 283

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

Tidemark's IWP Position: Q2 2026 in Review

Tidemark opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 46 shares worth $6.74K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Tidemark previously reported a position in IWP as recently as Q2 2024.

Tidemark first reported a position in IWP in Q4 2023 and has held it in 4 quarters since. The position peaked at $29.7K in Q4 2023. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Tidemark held 46 shares of iShares Russell Mid-Cap Growth ETF worth $6.74K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Tidemark position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #553 holding.
  • Tidemark first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Tidemark's iShares Russell Mid-Cap Growth ETF position peaked at $29.7K in Q4 2023.
  • 1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.