Western Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Western Wealth 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	$2.03M	Sell	13,882 -890	-6%	-$123K	0.07%	296
2026 Q1	$1.89M	Sell	14,772 -10,677	-42%	-$1.44M	0.07%	288
2025 Q4	$3.48M	Buy	25,449 +11,677	+85%	+$1.63M	0.16%	119
2025 Q3	$1.96M	Sell	13,772 -231	-2%	-$32.6K	0.1%	184
2025 Q2	$1.94M	Buy	14,003 +3	+0%	+$380	0.12%	168
2025 Q1	$1.64M	Sell	14,000 -447	-3%	-$57.5K	0.11%	188
2024 Q4	$1.83M	Sell	14,447 -665	-4%	-$84.5K	0.1%	211
2024 Q3	$1.77M	Sell	15,112 -270	-2%	-$30.2K	0.1%	205
2024 Q2	$1.7M	Buy	15,382 +268	+2%	+$29.4K	0.13%	146
2024 Q1	$1.73M	Sell	15,114 -222	-1%	-$24K	0.13%	148
2023 Q4	$1.6M	Buy	15,336 +103	+0.7%	+$9.76K	0.12%	184
2023 Q3	$1.39M	Sell	15,233 -74	-0.5%	-$7.08K	0.12%	179
2023 Q2	$1.48M	Sell	15,307 -103	-0.7%	-$9.39K	0.13%	169
2023 Q1	$1.4M	Sell	15,410 -17	-0.1%	-$1.52K	0.13%	175
2022 Q4	$1.29M	Sell	15,427 -14,880	-49%	-$1.25M	0.13%	178
2022 Q3	$2.38M	Buy	30,307 +1,741	+6%	+$150K	0.14%	162
2022 Q2	$2.27M	Sell	28,566 -1,008	-3%	-$87.8K	0.13%	166
2022 Q1	$2.97M	Buy	29,574 +14,131	+92%	+$1.41M	0.14%	149
2021 Q4	$1.78M	Buy	+15,443	New	+$1.8M	0.18%	128
2021 Q2	$1.77M	Buy	15,671 +1,832	+13%	+$196K	0.18%	126
2021 Q1	$1.41M	Buy	13,839 +1,611	+13%	+$168K	0.19%	125
2020 Q4	$1.25M	Buy	12,228 +3,654	+43%	+$348K	0.18%	130
2020 Q3	$741K	Buy	8,574 +2,358	+38%	+$199K	0.12%	184
2020 Q2	$491K	Buy	6,216 +824	+15%	+$59.8K	0.09%	232
2020 Q1	$330K	Sell	5,392 -360	-6%	-$26.2K	0.08%	250
2019 Q4	$439K	Buy	+5,752	New	+$422K	0.07%	249
2019 Q3	–	Sell	-2,868	Closed	-$204K	–	406
2019 Q2	$204K	Sell	2,868 -82	-3%	-$5.7K	0.03%	388
2019 Q1	$200K	Buy	+2,950	New	+$189K	0.04%	366

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

Western Wealth Management's IWP Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6% in Q2 2026, selling an estimated $123K and leaving 13,882 shares worth $2.03M. The position accounts for 0.07% of the portfolio, ranked #296.

Western Wealth Management first reported a position in IWP in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.48M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Western Wealth Management held 13,882 shares of iShares Russell Mid-Cap Growth ETF worth $2.03M as of Q2 2026.
Western Wealth Management sold 890 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $123K.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #296 holding.
Western Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
Western Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $3.48M in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.