Wedmont Private Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wedmont Private Capital’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	$245K	Buy	1,717 +1	+0.1%	+$138	0.01%	838
2026 Q1	$228K	Hold	1,716	–	–	0.01%	767
2025 Q4	$242K	Buy	1,716 +16	+0.9%	+$2.24K	0.01%	711
2025 Q3	$242K	Hold	1,700	–	–	0.01%	683
2025 Q2	$237K	Buy	+1,700	New	+$215K	0.01%	664
2025 Q1	–	Sell	-1,699	Closed	-$216K	–	735
2024 Q4	$216K	Sell	1,699 -322	-16%	-$40.9K	0.01%	646
2024 Q3	$237K	Buy	2,021 +1	+0%	+$112	0.01%	578
2024 Q2	$229K	Hold	2,020	–	–	0.01%	576
2024 Q1	$228K	Buy	2,020 +1	+0%	+$108	0.02%	532
2023 Q4	$207K	Buy	+2,019	New	+$191K	0.02%	525
2022 Q1	–	Sell	-1,942	Closed	-$204K	–	326
2021 Q4	$204K	Buy	+1,942	New	+$226K	0.06%	233

Other funds holding IWP

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

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

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

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

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM