Triad Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Triad Wealth Partners’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	–	Sell	-2,094	Closed	-$268K	–	586
2026 Q1	$268K	Buy	+2,094	New	+$283K	0.02%	414
2024 Q3	–	Sell	-102	Closed	-$11.3K	–	475
2024 Q2	$11.3K	Buy	+102	New	+$11.2K	0.01%	442

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 22.9% 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

Triad Wealth Partners's IWP Position: Q2 2026 in Review

Triad Wealth Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 2,094 shares — an estimated $268K sold.

Triad Wealth Partners first reported a position in IWP in Q2 2024 and held it in 2 quarters. The position peaked at $268K in Q1 2026. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Triad Wealth Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 2,094 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $268K.
Triad Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $268K in Q1 2026.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.