Weinberger Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Weinberger Asset 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	$5.98M	Buy	43,606 +5,318	+14%	+$733K	1.92%	16
2026 Q1	$4.91M	Buy	38,288 +1,798	+5%	+$243K	1.84%	15
2025 Q4	$5M	Buy	36,490 +408	+1%	+$57K	1.8%	16
2025 Q3	$5.14M	Buy	36,082 +2,330	+7%	+$329K	1.86%	15
2025 Q2	$4.68M	Buy	33,752 +739	+2%	+$93.5K	1.81%	14
2025 Q1	$3.88M	Buy	33,013 +308	+0.9%	+$39.6K	1.66%	16
2024 Q4	$4.15M	Buy	32,705 +1,179	+4%	+$150K	1.73%	16
2024 Q3	$3.7M	Buy	31,526 +2,314	+8%	+$259K	1.58%	18
2024 Q2	$3.22M	Buy	29,212 +1,385	+5%	+$152K	1.52%	19
2024 Q1	$3.18M	Sell	27,827 -200	-0.7%	-$21.6K	1.53%	19
2023 Q4	$2.93M	Sell	28,027 -797	-3%	-$75.6K	1.51%	19
2023 Q3	$2.63M	Sell	28,824 -300	-1%	-$28.7K	1.5%	18
2023 Q2	$2.81M	Sell	29,124 -1,198	-4%	-$109K	1.55%	19
2023 Q1	$2.76M	Sell	30,322 -1,286	-4%	-$115K	1.61%	19
2022 Q4	$2.64M	Sell	31,608 -5,054	-14%	-$425K	1.62%	19
2022 Q3	$2.88M	Buy	36,662 +2,402	+7%	+$207K	1.99%	16
2022 Q2	$2.71M	Buy	34,260 +695	+2%	+$60.5K	1.79%	17
2022 Q1	$3.37M	Buy	33,565 +1,012	+3%	+$101K	2.89%	12
2021 Q4	$3.75M	Buy	+32,553	New	+$3.8M	3.07%	12

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

Weinberger Asset Management's IWP Position: Q2 2026 in Review

Weinberger Asset Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2026, buying an estimated $733K and bringing the position to 43,606 shares worth $5.98M. The position accounts for 1.92% of the portfolio, ranked #16.

Weinberger Asset Management first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Weinberger Asset Management held 43,606 shares of iShares Russell Mid-Cap Growth ETF worth $5.98M as of Q2 2026.
Weinberger Asset Management bought 5,318 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $733K.
iShares Russell Mid-Cap Growth ETF made up 1.92% of Weinberger Asset Management's portfolio in Q2 2026, its #16 holding.
Weinberger Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.