Tucker Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tucker Asset 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	$119K	Hold	816	–	–	0.03%	202
2026 Q1	$105K	Hold	816	–	–	0.03%	178
2025 Q4	$112K	Buy	+816	New	+$114K	0.03%	177
2024 Q2	–	Sell	-73	Closed	-$8.33K	–	1736
2024 Q1	$8.33K	Buy	73 +17	+30%	+$1.84K	﹤0.01%	928
2023 Q4	$5.85K	Sell	56 -31	-36%	-$2.94K	﹤0.01%	847
2023 Q3	$7.95K	Sell	87 -105	-55%	-$10K	﹤0.01%	711
2023 Q2	$18.6K	Buy	192 +184	+2,300%	+$16.8K	0.01%	415
2023 Q1	$728	Hold	8	–	–	﹤0.01%	1025
2022 Q4	$672	Hold	8	–	–	﹤0.01%	683
2022 Q3	$677	Hold	8	–	–	﹤0.01%	708
2022 Q2	$634	Sell	8 -16	-67%	-$1.39K	﹤0.01%	576
2022 Q1	$2.41K	Buy	24 +10	+71%	+$996	﹤0.01%	401
2021 Q4	$1.62K	Hold	14	–	–	﹤0.01%	374
2021 Q3	$1.68K	Buy	+14	New	+$1.61K	﹤0.01%	299

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

Tucker Asset Management's IWP Position: Q2 2026 in Review

Tucker Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 816 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #202.

Tucker Asset Management first reported a position in IWP in Q3 2021 and has held it in 14 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Tucker Asset Management held 816 shares of iShares Russell Mid-Cap Growth ETF worth $119K as of Q2 2026.
Tucker Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Tucker Asset Management's portfolio in Q2 2026, its #202 holding.
Tucker Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 14 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.