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

Wedbush Securities’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	$233K	Sell	1,594 -542	-25%	-$74.7K	0.01%	1117
2026 Q1	$274K	Sell	2,136 -5,628	-72%	-$762K	0.01%	947
2025 Q4	$1.06M	Buy	+7,764	New	+$1.09M	0.03%	432
2025 Q3	–	Sell	-2,486	Closed	-$345K	–	1215
2025 Q2	$345K	Buy	2,486 +315	+15%	+$39.8K	0.01%	775
2025 Q1	$255K	Sell	2,171 -954	-31%	-$123K	0.01%	898
2024 Q4	$396K	Buy	+3,125	New	+$397K	0.01%	689
2024 Q2	–	Sell	-1,806	Closed	-$206K	–	1243
2024 Q1	$206K	Buy	+1,806	New	+$195K	0.01%	1089
2023 Q4	–	Sell	-2,411	Closed	-$220K	–	1105
2023 Q3	$220K	Buy	2,411 +305	+14%	+$29.2K	0.01%	872
2023 Q2	$203K	Buy	+2,106	New	+$192K	0.01%	926
2022 Q2	–	Sell	-2,956	Closed	-$297K	–	1129
2022 Q1	$297K	Sell	2,956 -428	-13%	-$42.6K	0.01%	795
2021 Q4	$390K	Sell	3,384 -131	-4%	-$15.3K	0.02%	752
2021 Q3	$394K	Sell	3,515 -29	-0.8%	-$3.34K	0.02%	717
2021 Q2	$401K	Sell	3,544 -30	-0.8%	-$3.2K	0.02%	715
2021 Q1	$365K	Buy	+3,574	New	+$374K	0.02%	717

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

Wedbush Securities's IWP Position: Q2 2026 in Review

Wedbush Securities reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 25% in Q2 2026, selling an estimated $74.7K and leaving 1,594 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1117.

Wedbush Securities first reported a position in IWP in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wedbush Securities held 1,594 shares of iShares Russell Mid-Cap Growth ETF worth $233K as of Q2 2026.
Wedbush Securities sold 542 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $74.7K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1117 holding.
Wedbush Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 14 quarters since.
Wedbush Securities's iShares Russell Mid-Cap Growth ETF position peaked at $1.06M in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.