RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$124K	Hold	844	–	–	0.02%	116
2026 Q1	$108K	Hold	844	–	–	0.02%	109
2025 Q4	$116K	Hold	844	–	–	0.02%	112
2025 Q3	$120K	Hold	844	–	–	0.02%	106
2025 Q2	$117K	Hold	844	–	–	0.02%	115
2025 Q1	$99.2K	Hold	844	–	–	0.02%	110
2024 Q4	$107K	Hold	844	–	–	0.02%	108
2024 Q3	$99K	Hold	844	–	–	0.02%	109
2024 Q2	$93.1K	Hold	844	–	–	0.03%	150
2024 Q1	$96.3K	Hold	844	–	–	0.03%	150
2023 Q4	$88.2K	Hold	844	–	–	0.03%	105
2023 Q3	$77.1K	Hold	844	–	–	0.03%	104
2023 Q2	$81.6K	Hold	844	–	–	0.03%	101
2023 Q1	$76.8K	Hold	844	–	–	0.03%	116
2022 Q4	$70.6K	Hold	844	–	–	0.03%	113
2022 Q3	$66.2K	Hold	844	–	–	0.03%	116
2022 Q2	$66.9K	Hold	844	–	–	0.03%	119
2022 Q1	$84.8K	Hold	844	–	–	0.03%	100
2021 Q4	$97.2K	Hold	844	–	–	0.03%	96
2021 Q3	$94.6K	Hold	844	–	–	0.03%	78
2021 Q2	$95.5K	Hold	844	–	–	0.03%	81
2021 Q1	$86.1K	Hold	844	–	–	0.03%	104
2020 Q4	$86.6K	Hold	844	–	–	0.03%	96
2020 Q3	$73K	Hold	844	–	–	0.03%	96
2020 Q2	$66.7K	Hold	844	–	–	0.03%	97
2020 Q1	$51.3K	Hold	844	–	–	0.02%	104
2019 Q4	$64.4K	Hold	844	–	–	0.02%	113
2019 Q3	$59.7K	Buy	+844	New	+$60.7K	0.02%	117
2019 Q2	–	Sell	-842	Closed	-$57.2K	–	1063
2019 Q1	$57.2K	Hold	842	–	–	0.02%	107
2018 Q4	$47.8K	Buy	842 +6	+0.7%	+$365	0.02%	132
2018 Q3	$56.7K	Sell	836 -18,026	-96%	-$1.2M	0.02%	132
2018 Q2	$1.2M	Buy	18,862 +18,026	+2,156%	+$1.13M	0.44%	24
2018 Q1	$51.4K	Buy	836 +2	+0.2%	+$125	0.02%	120
2017 Q4	$50.3K	Buy	834 +4	+0.5%	+$235	0.02%	125
2017 Q3	$47K	Buy	+830	New	+$45.5K	0.02%	134
2016 Q1	–	Sell	-62	Closed	-$2.85K	–	855
2015 Q4	$2.85K	Hold	62	–	–	﹤0.01%	238
2015 Q3	$2.75K	Hold	62	–	–	﹤0.01%	253
2015 Q2	$3K	Sell	62 -52	-46%	-$2.57K	﹤0.01%	240
2015 Q1	$5.58K	Buy	114 +4	+4%	+$191	﹤0.01%	186
2014 Q4	$5.13K	Sell	110 -10	-8%	-$452	﹤0.01%	197
2014 Q3	$5.3K	Sell	120 -90	-43%	-$4.02K	﹤0.01%	198
2014 Q2	$9.4K	Buy	210 +18	+9%	+$774	0.01%	139
2014 Q1	$8.24K	Buy	192 +82	+75%	+$3.49K	0.01%	149
2013 Q4	$5.13K	Buy	+110	New	+$4.45K	﹤0.01%	197

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IWP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 844 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #116.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWP in Q4 2013 and has held it in 44 quarters since. The position peaked at $1.2M in Q2 2018. 444 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 844 shares of iShares Russell Mid-Cap Growth ETF worth $124K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #116 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares Russell Mid-Cap Growth ETF position peaked at $1.2M in Q2 2018.
444 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.