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

TrueWealth Advisors’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	$374K	Hold	2,552	–	–	0.08%	174
2026 Q1	$327K	Hold	2,552	–	–	0.08%	191
2025 Q4	$349K	Hold	2,552	–	–	0.09%	179
2025 Q3	$363K	Hold	2,552	–	–	0.1%	160
2025 Q2	$354K	Hold	2,552	–	–	0.1%	154
2025 Q1	$300K	Hold	2,552	–	–	0.1%	161
2024 Q4	$323K	Hold	2,552	–	–	0.11%	160
2024 Q3	$299K	Hold	2,552	–	–	0.1%	176
2024 Q2	$282K	Hold	2,552	–	–	0.1%	171
2024 Q1	$291K	Hold	2,552	–	–	0.11%	152
2023 Q4	$267K	Hold	2,552	–	–	0.1%	153
2023 Q3	$233K	Hold	2,552	–	–	0.1%	166
2023 Q2	$247K	Hold	2,552	–	–	0.1%	156
2023 Q1	$232K	Hold	2,552	–	–	0.1%	166
2022 Q4	$213K	Hold	2,552	–	–	0.09%	171
2022 Q3	$200K	Hold	2,552	–	–	0.09%	158
2022 Q2	$202K	Hold	2,552	–	–	0.09%	166
2022 Q1	$294K	Hold	2,552	–	–	0.13%	133
2021 Q4	$294K	Hold	2,552	–	–	0.13%	133
2021 Q3	$286K	Hold	2,552	–	–	0.16%	107
2021 Q2	$289K	Hold	2,552	–	–	0.17%	103
2021 Q1	$272K	Hold	2,552	–	–	0.18%	102
2020 Q4	$269K	Buy	+2,552	New	+$243K	0.23%	70

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

TrueWealth Advisors's IWP Position: Q2 2026 in Review

TrueWealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,552 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #174.

TrueWealth Advisors first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TrueWealth Advisors held 2,552 shares of iShares Russell Mid-Cap Growth ETF worth $374K as of Q2 2026.
TrueWealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #174 holding.
TrueWealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.