WealthCollab’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WealthCollab’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	$109K	Hold	743	–	–	0.04%	136
2026 Q1	$95.2K	Hold	743	–	–	0.04%	131
2025 Q4	$102K	Hold	743	–	–	0.04%	122
2025 Q3	$106K	Hold	743	–	–	0.05%	106
2025 Q2	$103K	Hold	743	–	–	0.06%	103
2025 Q1	$87.3K	Hold	743	–	–	0.05%	106
2024 Q4	$94.2K	Sell	743 -81	-10%	-$10.3K	0.06%	96
2024 Q3	$96.6K	Hold	824	–	–	0.06%	107
2024 Q2	$90.9K	Hold	824	–	–	0.07%	102
2024 Q1	$94.1K	Hold	824	–	–	0.07%	94
2023 Q4	$86.1K	Buy	+824	New	+$78.1K	0.07%	99

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

WealthCollab's IWP Position: Q2 2026 in Review

WealthCollab held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 743 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #136.

WealthCollab first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

WealthCollab held 743 shares of iShares Russell Mid-Cap Growth ETF worth $109K as of Q2 2026.
WealthCollab 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 WealthCollab's portfolio in Q2 2026, its #136 holding.
WealthCollab first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.