VFG
IWP icon

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

Victory Financial 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 		$1.6M Buy
10,927
+1,529
+16% +$211K 0.17% 101
2026
Q1 		$1.2M Buy
9,398
+2,149
+30% +$291K 0.15% 110
2025
Q4 		$993K Buy
+7,249
New +$1.01M 0.12% 111

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

Victory Financial Group's IWP Position: Q2 2026 in Review

Victory Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q2 2026, buying an estimated $211K and bringing the position to 10,927 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #101.

Victory Financial Group first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Victory Financial Group held 10,927 shares of iShares Russell Mid-Cap Growth ETF worth $1.6M as of Q2 2026.
  • Victory Financial Group bought 1,529 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $211K.
  • iShares Russell Mid-Cap Growth ETF made up 0.17% of Victory Financial Group's portfolio in Q2 2026, its #101 holding.
  • Victory Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.