UFPG
IWP icon

United Financial Planning Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

United Financial Planning Group’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 		$9.66K Hold
66
– – ﹤0.01% 248
2026
Q1 		$8.46K Hold
66
– – 0.01% 236
2025
Q4 		$9.04K Buy
+66
New +$9.22K 0.01% 212

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

United Financial Planning Group's IWP Position: Q2 2026 in Review

United Financial Planning Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 66 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

United Financial Planning Group first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • United Financial Planning Group held 66 shares of iShares Russell Mid-Cap Growth ETF worth $9.66K as of Q2 2026.
  • United Financial Planning Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #248 holding.
  • United Financial Planning Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.