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

Wealth Management Partners’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	$1.25M	Sell	8,519 -44	-0.5%	-$6.07K	0.29%	67
2026 Q1	$1.1M	Sell	8,563 -142	-2%	-$19.2K	0.31%	67
2025 Q4	$1.19M	Sell	8,705 -32	-0.4%	-$4.47K	0.34%	60
2025 Q3	$1.24M	Sell	8,737 -124	-1%	-$17.5K	0.4%	55
2025 Q2	$1.24M	Sell	8,861 -35	-0.4%	-$4.43K	0.44%	51
2025 Q1	$1.05M	Sell	8,896 -126	-1%	-$16.2K	0.48%	48
2024 Q4	$1.14M	Sell	9,022 -139	-2%	-$17.7K	0.49%	46
2024 Q3	$1.07M	Sell	9,161 -160	-2%	-$17.9K	0.5%	47
2024 Q2	$1.03M	Sell	9,321 -258	-3%	-$28.3K	0.5%	43
2024 Q1	$1.09M	Sell	9,579 -74	-0.8%	-$8.01K	0.56%	43
2023 Q4	$1.01M	Sell	9,653 -162	-2%	-$15.4K	0.56%	41
2023 Q3	$897K	Sell	9,815 -79	-0.8%	-$7.55K	0.56%	40
2023 Q2	$956K	Sell	9,894 -629	-6%	-$57.3K	0.6%	37
2023 Q1	$958K	Sell	10,523 -477	-4%	-$42.6K	0.67%	33
2022 Q4	$881K	Hold	11,000	–	–	0.74%	35
2022 Q3	$872K	Hold	11,000	–	–	0.77%	32
2022 Q2	$870K	Hold	11,000	–	–	0.76%	34
2022 Q1	$1.13M	Sell	11,000 -1,000	-8%	-$99.6K	0.8%	30
2021 Q4	$1.35M	Buy	12,000 +148	+1%	+$17.3K	0.92%	25
2021 Q3	$1.33M	Sell	11,852 -69	-0.6%	-$7.94K	0.98%	24
2021 Q2	$1.35M	Sell	11,921 -68	-0.6%	-$7.26K	0.94%	28
2021 Q1	$1.25M	Sell	11,989 -887	-7%	-$92.7K	0.93%	29
2020 Q4	$1.35M	Buy	+12,876	New	+$1.23M	1.06%	21

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 Partners's IWP Position: Q2 2026 in Review

Wealth Management Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.51% in Q2 2026, selling an estimated $6.07K and leaving 8,519 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #67.

Wealth Management Partners first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q4 2020. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wealth Management Partners held 8,519 shares of iShares Russell Mid-Cap Growth ETF worth $1.25M as of Q2 2026.
Wealth Management Partners sold 44 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.07K.
iShares Russell Mid-Cap Growth ETF made up 0.29% of Wealth Management Partners's portfolio in Q2 2026, its #67 holding.
Wealth Management Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.35M in Q4 2020.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.