Tradition Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tradition Wealth 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	$1.95M	Sell	13,298 -200	-1%	-$27.6K	0.12%	159
2026 Q1	$1.73M	Hold	13,498	–	–	0.12%	155
2025 Q4	$1.85M	Hold	13,498	–	–	0.13%	141
2025 Q3	$1.92M	Hold	13,498	–	–	0.14%	138
2025 Q2	$1.87M	Hold	13,498	–	–	0.15%	129
2025 Q1	$1.59M	Hold	13,498	–	–	0.14%	137
2024 Q4	$1.71M	Sell	13,498 -100	-0.7%	-$12.7K	0.15%	124
2024 Q3	$1.59M	Sell	13,598 -72	-0.5%	-$8.05K	0.14%	125
2024 Q2	$1.51M	Sell	13,670 -249	-2%	-$27.4K	0.15%	122
2024 Q1	$1.59M	Buy	+13,919	New	+$1.51M	0.16%	116
2022 Q2	–	Sell	-14,508	Closed	-$1.46M	–	1116
2022 Q1	$1.46M	Sell	14,508 -73	-0.5%	-$7.27K	0.19%	107
2021 Q4	$1.68M	Sell	14,581 -7,756	-35%	-$904K	0.21%	97
2021 Q3	$2.5M	Buy	22,337 +14,205	+175%	+$1.63M	0.36%	72
2021 Q2	$921K	Buy	8,132 +7,776	+2,184%	+$831K	0.14%	128
2021 Q1	$36K	Hold	356	–	–	0.01%	505
2020 Q4	$37K	Buy	+356	New	+$33.9K	0.01%	467

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

Tradition Wealth Management's IWP Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.5% in Q2 2026, selling an estimated $27.6K and leaving 13,298 shares worth $1.95M. The position accounts for 0.12% of the portfolio, ranked #159.

Tradition Wealth Management first reported a position in IWP in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.5M in Q3 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Tradition Wealth Management held 13,298 shares of iShares Russell Mid-Cap Growth ETF worth $1.95M as of Q2 2026.
Tradition Wealth Management sold 200 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $27.6K.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Tradition Wealth Management's portfolio in Q2 2026, its #159 holding.
Tradition Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 16 quarters since.
Tradition Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.5M in Q3 2021.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.