WP
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WealthShield Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WealthShield 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 		– Sell
-2,320
Closed -$297K – 498
2026
Q1 		$297K Hold
2,320
– – 0.03% 296
2025
Q4 		$318K Hold
2,320
– – 0.04% 283
2025
Q3 		$330K Hold
2,320
– – 0.04% 273
2025
Q2 		$322K Hold
2,320
– – 0.04% 272
2025
Q1 		$273K Hold
2,320
– – 0.04% 278
2024
Q4 		$294K Hold
2,320
– – 0.04% 248
2024
Q3 		$272K Hold
2,320
– – 0.04% 254
2024
Q2 		$256K Hold
2,320
– – 0.04% 252
2024
Q1 		$265K Sell
2,320
-100
-4% -$10.8K 0.04% 245
2023
Q4 		$253K Sell
2,420
-43,229
-95% -$4.1M 0.04% 252
2023
Q3 		$4.18M Buy
45,649
+2,472
+6% +$236K 0.63% 40
2023
Q2 		$4.17M Buy
43,177
+4,302
+11% +$392K 0.63% 42
2023
Q1 		$3.54M Buy
38,875
+2,217
+6% +$198K 0.57% 45
2022
Q4 		$3.06M Buy
36,658
+4,148
+13% +$349K 0.59% 42
2022
Q3 		$2.55M Buy
32,510
+7,020
+28% +$604K 0.51% 54
2022
Q2 		$2.02M Buy
25,490
+14,942
+142% +$1.3M 0.4% 66
2022
Q1 		$1.06M Buy
+10,548
New +$1.05M 0.17% 141
2020
Q2 		– Sell
-322
Closed -$20K – 331
2020
Q1 		$20K Sell
322
-260
-45% -$18.9K 0.01% 212
2019
Q4 		$44K Hold
582
– – 0.02% 218
2019
Q3 		$41K Hold
582
– – 0.02% 206
2019
Q2 		$41K Hold
582
– – 0.02% 181
2019
Q1 		$39K Buy
582
+146
+33% +$9.37K 0.02% 199
2018
Q4 		$25K Sell
436
-92
-17% -$5.6K 0.02% 183
2018
Q3 		$36K Sell
528
-34
-6% -$2.26K 0.02% 174
2018
Q2 		$36K Hold
562
– – 0.02% 165
2018
Q1 		$35K Hold
562
– – 0.02% 162
2017
Q4 		$34K Buy
+562
New +$33K 0.02% 165

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

WealthShield Partners's IWP Position: Q2 2026 in Review

WealthShield Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 2,320 shares — an estimated $297K sold.

WealthShield Partners first reported a position in IWP in Q4 2017 and held it in 27 quarters. The position peaked at $4.18M in Q3 2023. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • WealthShield Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 2,320 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $297K.
  • WealthShield Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 27 quarters.
  • WealthShield Partners's iShares Russell Mid-Cap Growth ETF position peaked at $4.18M in Q3 2023.
  • 1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.