TS Financial Group (TSFG)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TS Financial Group (TSFG)’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	$1.29M	Sell	8,785 -60	-0.7%	-$8.27K	0.16%	72
2026 Q1	$1.13M	Buy	8,845 +61	+0.7%	+$8.25K	0.17%	76
2025 Q4	$1.2M	Sell	8,784 -1,005	-10%	-$140K	0.18%	75
2025 Q3	$1.39M	Sell	9,789 -1,999	-17%	-$282K	0.22%	67
2025 Q2	$1.64M	Hold	11,788	–	–	0.3%	61
2025 Q1	$1.39M	Sell	11,788 -250	-2%	-$32.1K	0.28%	58
2024 Q4	$1.53M	Sell	12,038 -40	-0.3%	-$5.08K	0.31%	55
2024 Q3	$1.42M	Sell	12,078 -1,851	-13%	-$207K	0.31%	53
2024 Q2	$1.54M	Sell	13,929 -320	-2%	-$35.2K	0.36%	48
2024 Q1	$1.63M	Sell	14,249 -5,558	-28%	-$601K	0.41%	47
2023 Q4	$2.07M	Sell	19,807 -1,826	-8%	-$173K	0.65%	31
2023 Q3	$1.98M	Buy	21,633 +30	+0.1%	+$2.87K	0.7%	32
2023 Q2	$2.09M	Hold	21,603	–	–	0.78%	28
2023 Q1	$1.97M	Sell	21,603 -418	-2%	-$37.3K	0.73%	30
2022 Q4	$1.84M	Buy	22,021 +1,352	+7%	+$114K	0.73%	29
2022 Q3	$1.62M	Sell	20,669 -973	-4%	-$83.7K	0.76%	28
2022 Q2	$1.71M	Buy	21,642 +144	+0.7%	+$12.5K	0.74%	30
2022 Q1	$2.16M	Sell	21,498 -206	-0.9%	-$20.5K	0.78%	27
2021 Q4	$2.5M	Buy	21,704 +632	+3%	+$73.7K	0.87%	25
2021 Q3	$2.36M	Sell	21,072 -51	-0.2%	-$5.87K	0.92%	24
2021 Q2	$2.39M	Buy	21,123 +1	+0%	+$107	0.96%	23
2021 Q1	$2.16M	Sell	21,122 -82	-0.4%	-$8.57K	1.1%	21
2020 Q4	$2.18M	Sell	21,204 -1,718	-7%	-$163K	1.16%	20
2020 Q3	$1.98M	Buy	22,922 +20	+0.1%	+$1.69K	1.18%	18
2020 Q2	$1.81M	Buy	22,902 +162	+0.7%	+$11.8K	1.2%	18
2020 Q1	$1.38M	Sell	22,740 -3,138	-12%	-$229K	1.23%	14
2019 Q4	$1.97M	Sell	25,878 -120	-0.5%	-$8.8K	1.46%	13
2019 Q3	$1.84M	Sell	25,998 -792	-3%	-$56.9K	1.41%	15
2019 Q2	$1.91M	Buy	26,790 +848	+3%	+$59K	1.53%	15
2019 Q1	$1.76M	Buy	+25,942	New	+$1.67M	1.5%	15

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

TS Financial Group (TSFG)'s IWP Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.68% in Q2 2026, selling an estimated $8.27K and leaving 8,785 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #72.

TS Financial Group (TSFG) first reported a position in IWP in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.5M in Q4 2021. 501 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TS Financial Group (TSFG) held 8,785 shares of iShares Russell Mid-Cap Growth ETF worth $1.29M as of Q2 2026.
TS Financial Group (TSFG) sold 60 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.27K.
iShares Russell Mid-Cap Growth ETF made up 0.16% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #72 holding.
TS Financial Group (TSFG) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s iShares Russell Mid-Cap Growth ETF position peaked at $2.5M in Q4 2021.
501 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.