Wescott Financial Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wescott Financial Advisory Group’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	$49.6M	Buy	338,838 +920	+0.3%	+$127K	3.84%	6
2026 Q1	$43.3M	Buy	337,918 +476	+0.1%	+$64.4K	3.79%	6
2025 Q4	$46.2M	Sell	337,442 -796	-0.2%	-$111K	4.03%	6
2025 Q3	$48.2M	Sell	338,238 -10,135	-3%	-$1.43M	4.32%	4
2025 Q2	$48.3M	Sell	348,373 -12,690	-4%	-$1.61M	4.62%	4
2025 Q1	$42.4M	Buy	361,063 +19,329	+6%	+$2.48M	4.4%	4
2024 Q4	$43.3M	Buy	341,734 +283,065	+482%	+$36M	4.49%	4
2024 Q3	$6.88M	Buy	58,669 +1,365	+2%	+$153K	0.74%	27
2024 Q2	$6.32M	Buy	57,304 +2,373	+4%	+$261K	0.73%	27
2024 Q1	$6.27M	Sell	54,931 -4,095	-7%	-$443K	0.78%	25
2023 Q4	$6.17M	Buy	+59,026	New	+$5.6M	0.86%	23

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

Wescott Financial Advisory Group's IWP Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.27% in Q2 2026, buying an estimated $127K and bringing the position to 338,838 shares worth $49.6M. The position accounts for 3.84% of the portfolio, ranked #6.

Wescott Financial Advisory Group first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wescott Financial Advisory Group held 338,838 shares of iShares Russell Mid-Cap Growth ETF worth $49.6M as of Q2 2026.
Wescott Financial Advisory Group bought 920 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $127K.
iShares Russell Mid-Cap Growth ETF made up 3.84% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #6 holding.
Wescott Financial Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.