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

Veridan 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	$3.74M	Buy	25,550 +4,407	+21%	+$607K	1.27%	27
2026 Q1	$2.71M	Sell	21,143 -239	-1%	-$32.3K	1%	30
2025 Q4	$2.93M	Buy	21,382 +292	+1%	+$40.8K	0.98%	28
2025 Q3	$3M	Buy	+21,090	New	+$2.98M	1.03%	28
2025 Q1	$2.58M	Buy	21,998 +1,962	+10%	+$252K	1.17%	27
2024 Q4	$2.69M	Buy	+20,036	New	+$2.55M	1.26%	26
2024 Q2	$2.87M	Buy	+20,679	New	+$2.27M	1.15%	26

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 22.96% 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

Veridan Wealth's IWP Position: Q2 2026 in Review

Veridan Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 21% in Q2 2026, buying an estimated $607K and bringing the position to 25,550 shares worth $3.74M. The position accounts for 1.27% of the portfolio, ranked #27.

Veridan Wealth first reported a position in IWP in Q2 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Veridan Wealth held 25,550 shares of iShares Russell Mid-Cap Growth ETF worth $3.74M as of Q2 2026.
Veridan Wealth bought 4,407 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $607K.
iShares Russell Mid-Cap Growth ETF made up 1.27% of Veridan Wealth's portfolio in Q2 2026, its #27 holding.
Veridan Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.