Wealth Management Nebraska’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wealth Management Nebraska’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	$2.55M	Sell	17,428 -882	-5%	-$122K	0.23%	26
2026 Q1	$2.35M	Sell	18,310 -1,540	-8%	-$208K	0.24%	27
2025 Q4	$2.72M	Sell	19,850 -608	-3%	-$85K	0.31%	23
2025 Q3	$2.91M	Sell	20,458 -1,506	-7%	-$213K	0.35%	23
2025 Q2	$3.02M	Buy	21,964 +1,680	+8%	+$213K	0.41%	22
2025 Q1	$2.38M	Buy	+20,284	New	+$2.61M	0.36%	22

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

Wealth Management Nebraska's IWP Position: Q2 2026 in Review

Wealth Management Nebraska reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.8% in Q2 2026, selling an estimated $122K and leaving 17,428 shares worth $2.55M. The position accounts for 0.23% of the portfolio, ranked #26.

Wealth Management Nebraska first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.02M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wealth Management Nebraska held 17,428 shares of iShares Russell Mid-Cap Growth ETF worth $2.55M as of Q2 2026.
Wealth Management Nebraska sold 882 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $122K.
iShares Russell Mid-Cap Growth ETF made up 0.23% of Wealth Management Nebraska's portfolio in Q2 2026, its #26 holding.
Wealth Management Nebraska first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Management Nebraska's iShares Russell Mid-Cap Growth ETF position peaked at $3.02M in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.