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Vance Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Vance Wealth’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 		$7.01M Buy
47,896
+442
+0.9% +$60.9K 1.58% 15
2026
Q1 		$6.08M Buy
47,454
+1,324
+3% +$179K 1.76% 10
2025
Q4 		$6.32M Buy
46,130
+19
+0% +$2.65K 1.88% 11
2025
Q3 		$6.57M Sell
46,111
-1,770
-4% -$250K 2.02% 9
2025
Q2 		$6.64M Sell
47,881
-8,059
-14% -$1.02M 2.24% 9
2025
Q1 		$6.57M Buy
55,940
+2,134
+4% +$274K 2.47% 9
2024
Q4 		$6.82M Sell
53,806
-2,684
-5% -$341K 2.63% 8
2024
Q3 		$6.63M Buy
56,490
+2,959
+6% +$331K 2.51% 8
2024
Q2 		$5.91M Buy
53,531
+1,216
+2% +$134K 2.43% 9
2024
Q1 		$5.97M Buy
52,315
+3,195
+7% +$346K 2.38% 8
2023
Q4 		$5.13M Buy
49,120
+82
+0.2% +$7.77K 2.23% 9
2023
Q3 		$4.48M Buy
49,038
+427
+0.9% +$40.8K 2.1% 10
2023
Q2 		$4.7M Buy
48,611
+6,086
+14% +$555K 2.14% 11
2023
Q1 		$3.87M Buy
42,525
+4,417
+12% +$394K 2.08% 12
2022
Q4 		$3.19M Buy
38,108
+1,357
+4% +$114K 1.99% 11
2022
Q3 		$2.88M Buy
36,751
+13,930
+61% +$1.2M 2.22% 11
2022
Q2 		$1.81M Buy
22,821
+6,691
+41% +$583K 1.4% 15
2022
Q1 		$1.62M Buy
+16,130
New +$1.61M 2.05% 12

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

Vance Wealth's IWP Position: Q2 2026 in Review

Vance Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.93% in Q2 2026, buying an estimated $60.9K and bringing the position to 47,896 shares worth $7.01M. The position accounts for 1.58% of the portfolio, ranked #15.

Vance Wealth first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Vance Wealth held 47,896 shares of iShares Russell Mid-Cap Growth ETF worth $7.01M as of Q2 2026.
  • Vance Wealth bought 442 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $60.9K.
  • iShares Russell Mid-Cap Growth ETF made up 1.58% of Vance Wealth's portfolio in Q2 2026, its #15 holding.
  • Vance Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.