Timonier Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Timonier Family Office’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	$273K	Buy	+1,862	New	+$257K	0.08%	54
2025 Q4	$255K	Hold	1,862	–	–	0.08%	54
2025 Q3	$265K	Hold	1,862	–	–	0.09%	51
2025 Q2	$258K	Hold	1,862	–	–	0.1%	51
2025 Q1	$219K	Hold	1,862	–	–	0.1%	49
2024 Q4	$236K	Buy	+1,862	New	+$237K	0.12%	48

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

Timonier Family Office's IWP Position: Q2 2026 in Review

Timonier Family Office opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,862 shares worth $273K. The stake represents 0.08% of the portfolio and ranks #54 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in IWP as recently as Q4 2025.

Timonier Family Office first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Timonier Family Office held 1,862 shares of iShares Russell Mid-Cap Growth ETF worth $273K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Timonier Family Office position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Timonier Family Office's portfolio in Q2 2026, its #54 holding.
Timonier Family Office first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.