Vise Technologies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Vise Technologies’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	$3.05M	Buy	20,802 +12,869	+162%	+$1.77M	0.03%	407
2026 Q1	$1.09M	Hold	7,933	–	–	0.02%	559
2025 Q4	$1.09M	Buy	7,933 +1,634	+26%	+$228K	0.02%	563
2025 Q3	$897K	Buy	+6,299	New	+$890K	0.03%	454

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

Vise Technologies's IWP Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 162% in Q2 2026, buying an estimated $1.77M and bringing the position to 20,802 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #407.

Vise Technologies first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Vise Technologies held 20,802 shares of iShares Russell Mid-Cap Growth ETF worth $3.05M as of Q2 2026.
Vise Technologies bought 12,869 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.77M.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #407 holding.
Vise Technologies first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.