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

Walsh & 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 		$1.5M Buy
10,261
+600
+6% +$82.7K 1.23% 17
2026
Q1 		$1.24M Hold
9,661
– – 1.23% 16
2025
Q4 		$1.32M Buy
+9,661
New +$1.35M 1.3% 14

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

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

Walsh & Associates increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.2% in Q2 2026, buying an estimated $82.7K and bringing the position to 10,261 shares worth $1.5M. The position accounts for 1.23% of the portfolio, ranked #17.

Walsh & Associates first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,209 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Walsh & Associates held 10,261 shares of iShares Russell Mid-Cap Growth ETF worth $1.5M as of Q2 2026.
  • Walsh & Associates bought 600 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $82.7K.
  • iShares Russell Mid-Cap Growth ETF made up 1.23% of Walsh & Associates's portfolio in Q2 2026, its #17 holding.
  • Walsh & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.