Vaughan David Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Vaughan David Investments’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	$576K	Sell	3,935 -76	-2%	-$10.5K	0.01%	172
2026 Q1	$514K	Sell	4,011 -106	-3%	-$14.3K	0.01%	174
2025 Q4	$564K	Sell	4,117 -968	-19%	-$135K	0.01%	166
2025 Q3	$724K	Buy	5,085 +938	+23%	+$133K	0.02%	151
2025 Q2	$575K	Hold	4,147	–	–	0.01%	159
2025 Q1	$487K	Hold	4,147	–	–	0.01%	153
2024 Q4	$526K	Sell	4,147 -1	-0%	-$127	0.01%	151
2024 Q3	$486K	Hold	4,148	–	–	0.01%	159
2024 Q2	$458K	Sell	4,148 -301	-7%	-$33.1K	0.01%	161
2024 Q1	$508K	Buy	4,449 +142	+3%	+$15.4K	0.01%	160
2023 Q4	$450K	Buy	4,307 +160	+4%	+$15.2K	0.01%	156
2023 Q3	$379K	Hold	4,147	–	–	0.01%	158
2023 Q2	$401K	Hold	4,147	–	–	0.01%	160
2023 Q1	$378K	Hold	4,147	–	–	0.01%	159
2022 Q4	$347K	Hold	4,147	–	–	0.01%	158
2022 Q3	$325K	Hold	4,147	–	–	0.01%	159
2022 Q2	$329K	Buy	+4,147	New	+$361K	0.01%	158

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

Vaughan David Investments's IWP Position: Q2 2026 in Review

Vaughan David Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q2 2026, selling an estimated $10.5K and leaving 3,935 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #172.

Vaughan David Investments first reported a position in IWP in Q2 2022 and has held it in 17 quarters since. The position peaked at $724K in Q3 2025. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Vaughan David Investments held 3,935 shares of iShares Russell Mid-Cap Growth ETF worth $576K as of Q2 2026.
Vaughan David Investments sold 76 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.5K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #172 holding.
Vaughan David Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Vaughan David Investments's iShares Russell Mid-Cap Growth ETF position peaked at $724K in Q3 2025.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.