WealthCare Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WealthCare Investment 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	$726K	Buy	4,956 +145	+3%	+$20K	0.18%	102
2026 Q1	$628K	Buy	4,811 +43	+0.9%	+$5.82K	0.17%	107
2025 Q4	$659K	Buy	4,768 +68	+1%	+$9.5K	0.19%	101
2025 Q3	$667K	Buy	4,700 +159	+4%	+$22.5K	0.22%	95
2025 Q2	$636K	Buy	4,541 +90	+2%	+$11.4K	0.23%	87
2025 Q1	$490K	Buy	+4,451	New	+$572K	0.21%	88

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

WealthCare Investment Partners's IWP Position: Q2 2026 in Review

WealthCare Investment Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3% in Q2 2026, buying an estimated $20K and bringing the position to 4,956 shares worth $726K. The position accounts for 0.18% of the portfolio, ranked #102.

WealthCare Investment Partners first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

WealthCare Investment Partners held 4,956 shares of iShares Russell Mid-Cap Growth ETF worth $726K as of Q2 2026.
WealthCare Investment Partners bought 145 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $20K.
iShares Russell Mid-Cap Growth ETF made up 0.18% of WealthCare Investment Partners's portfolio in Q2 2026, its #102 holding.
WealthCare Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.