WETS
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Wealth Enhancement Trust Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wealth Enhancement Trust Services’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 		$386K Hold
2,636
– – 0.04% 232
2026
Q1 		$338K Hold
2,636
– – 0.04% 237
2025
Q4 		$361K Buy
+2,636
New +$368K 0.05% 218

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Trust Services's IWP Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,636 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #232.

Wealth Enhancement Trust Services first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,007 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,636 shares of iShares Russell Mid-Cap Growth ETF worth $386K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #232 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.