WealthPlan Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WealthPlan Investment Management’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	$1.02M	Sell	6,986 -531	-7%	-$73.2K	0.05%	229
2026 Q1	$963K	Buy	7,517 +2,866	+62%	+$388K	0.05%	223
2025 Q4	$637K	Sell	4,651 -3	-0.1%	-$419	0.04%	230
2025 Q3	$663K	Sell	4,654 -3,042	-40%	-$430K	0.04%	207
2025 Q2	$1.07M	Buy	7,696 +95	+1%	+$12K	0.08%	174
2025 Q1	$893K	Sell	7,601 -184	-2%	-$23.7K	0.09%	139
2024 Q4	$987K	Sell	7,785 -15,086	-66%	-$1.92M	0.1%	132
2024 Q3	$2.68M	Buy	+22,871	New	+$2.56M	0.27%	91
2023 Q1	–	Sell	-6,601	Closed	-$612K	–	509
2022 Q4	$612K	Sell	6,601 -529	-7%	-$44.5K	0.04%	229
2022 Q3	$612K	Buy	+7,130	New	+$614K	0.04%	215
2022 Q1	$260K	Buy	+2,912	New	+$290K	0.02%	341

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

WealthPlan Investment Management's IWP Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.1% in Q2 2026, selling an estimated $73.2K and leaving 6,986 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #229.

WealthPlan Investment Management first reported a position in IWP in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.68M in Q3 2024. 496 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

WealthPlan Investment Management held 6,986 shares of iShares Russell Mid-Cap Growth ETF worth $1.02M as of Q2 2026.
WealthPlan Investment Management sold 531 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $73.2K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #229 holding.
WealthPlan Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.68M in Q3 2024.
496 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.