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

Wealthquest’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	$203K	Buy	+1,384	New	+$191K	0.01%	172

Other funds holding IWP

Envestnet Portfolio Solutions

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

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

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

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

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

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Wealthquest's IWP Position: Q2 2026 in Review

Wealthquest opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,384 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings.

438 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wealthquest held 1,384 shares of iShares Russell Mid-Cap Growth ETF worth $203K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Wealthquest position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Wealthquest's portfolio in Q2 2026, its #172 holding.
438 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.