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United Capital Management of KS’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

United Capital Management of KS’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 		$345K Sell
2,356
-120
-5% -$16.5K 0.05% 85
2026
Q1 		$317K Sell
2,476
-99,803
-98% -$13.5M 0.05% 95
2025
Q4 		$14M Buy
102,279
+480
+0.5% +$67.1K 1.96% 16
2025
Q3 		$14.5M Buy
101,799
+1,162
+1% +$164K 1.97% 15
2025
Q2 		$14M Buy
100,637
+880
+0.9% +$111K 2.19% 12
2025
Q1 		$11.7M Buy
99,757
+3,250
+3% +$418K 2.42% 10
2024
Q4 		$12.2M Buy
96,507
+93,611
+3,232% +$11.9M 2.23% 13
2024
Q3 		$340K Sell
2,896
-24
-0.8% -$2.68K 0.07% 73
2024
Q2 		$322K Sell
2,920
-165
-5% -$18.1K 0.07% 69
2024
Q1 		$352K Sell
3,085
-847
-22% -$91.6K 0.08% 73
2023
Q4 		$411K Sell
3,932
-662
-14% -$62.8K 0.12% 65
2023
Q3 		$420K Sell
4,594
-492
-10% -$47K 0.14% 63
2023
Q2 		$491K Sell
5,086
-1,126
-18% -$103K 0.16% 63
2023
Q1 		$566K Sell
6,212
-494
-7% -$44.1K 0.21% 62
2022
Q4 		$561K Sell
6,706
-287
-4% -$24.2K 0.23% 62
2022
Q3 		$548K Sell
6,993
-97
-1% -$8.35K 0.26% 64
2022
Q2 		$562K Sell
7,090
-889
-11% -$77.4K 0.26% 63
2022
Q1 		$802K Sell
7,979
-969
-11% -$96.5K 0.31% 65
2021
Q4 		$1.03M Sell
8,948
-442
-5% -$51.5K 0.38% 63
2021
Q3 		$1.05M Sell
9,390
-167
-2% -$19.2K 0.43% 60
2021
Q2 		$1.08M Sell
9,557
-260
-3% -$27.8K 0.44% 59
2021
Q1 		$1M Buy
9,817
+530
+6% +$55.4K 0.46% 58
2020
Q4 		$953K Sell
9,287
-601
-6% -$57.2K 0.44% 56
2020
Q3 		$854K Sell
9,888
-188
-2% -$15.9K 0.45% 60
2020
Q2 		$797K Sell
10,076
-596
-6% -$43.2K 0.46% 59
2020
Q1 		$649K Sell
10,672
-430
-4% -$31.3K 0.55% 53
2019
Q4 		$847K Sell
11,102
-190
-2% -$13.9K 0.54% 59
2019
Q3 		$793K Buy
11,292
+1,410
+14% +$101K 0.58% 57
2019
Q2 		$711K Buy
9,882
+1,508
+18% +$105K 0.54% 60
2019
Q1 		$591K Buy
8,374
+2,708
+48% +$174K 0.46% 67
2018
Q4 		$322K Buy
5,666
+1,844
+48% +$112K 0.3% 84
2018
Q3 		$259K Buy
+3,822
New +$254K 0.21% 94

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

United Capital Management of KS's IWP Position: Q2 2026 in Review

United Capital Management of KS reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.8% in Q2 2026, selling an estimated $16.5K and leaving 2,356 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #85.

United Capital Management of KS first reported a position in IWP in Q3 2018 and has held it in 32 quarters since. The position peaked at $14.5M in Q3 2025. 844 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • United Capital Management of KS held 2,356 shares of iShares Russell Mid-Cap Growth ETF worth $345K as of Q2 2026.
  • United Capital Management of KS sold 120 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of United Capital Management of KS's portfolio in Q2 2026, its #85 holding.
  • United Capital Management of KS first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • United Capital Management of KS's iShares Russell Mid-Cap Growth ETF position peaked at $14.5M in Q3 2025.
  • 844 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.