Waddell & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Waddell & Associates’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	$223K	Buy	+1,522	New	+$210K	0.01%	490
2026 Q1	–	Sell	-1,522	Closed	-$208K	–	474
2025 Q4	$208K	Hold	1,522	–	–	0.01%	354
2025 Q3	$217K	Hold	1,522	–	–	0.02%	288
2025 Q2	$211K	Buy	+1,522	New	+$193K	0.02%	225

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

Waddell & Associates's IWP Position: Q2 2026 in Review

Waddell & Associates opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,522 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in IWP as recently as Q4 2025.

Waddell & Associates first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Waddell & Associates held 1,522 shares of iShares Russell Mid-Cap Growth ETF worth $223K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Waddell & Associates position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #490 holding.
Waddell & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.