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Wellspring Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wellspring Financial Advisors’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 		$759K Buy
+5,181
New +$714K 0.05% 126

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

Wellspring Financial Advisors's IWP Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 5,181 shares worth $759K. The stake represents 0.05% of the portfolio and ranks #126 among its holdings.

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

  • Wellspring Financial Advisors held 5,181 shares of iShares Russell Mid-Cap Growth ETF worth $759K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Wellspring Financial Advisors position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • 415 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.