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

WestHill 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	$12.3M	Buy	83,725 +308	+0.4%	+$42.5K	2.09%	10
2026 Q1	$10.7M	Buy	83,417 +6,996	+9%	+$947K	2.04%	10
2025 Q4	$10.5M	Buy	76,421 +650	+0.9%	+$90.8K	1.99%	10
2025 Q3	$10.8M	Buy	75,771 +1,437	+2%	+$203K	2.11%	9
2025 Q2	$10.3M	Buy	74,334 +98	+0.1%	+$12.4K	2.19%	9
2025 Q1	$8.72M	Sell	74,236 -5,538	-7%	-$712K	2%	11
2024 Q4	$10.1M	Buy	79,774 +786	+1%	+$99.9K	2.27%	10
2024 Q3	$9.26M	Buy	78,988 +2,976	+4%	+$333K	2.08%	10
2024 Q2	$8.39M	Buy	76,012 +357	+0.5%	+$39.2K	2.04%	9
2024 Q1	$8.64M	Sell	75,655 -744	-1%	-$80.5K	2.12%	9
2023 Q4	$7.98M	Buy	76,399 +623	+0.8%	+$59.1K	2.12%	10
2023 Q3	$6.92M	Buy	75,776 +835	+1%	+$79.8K	2.02%	10
2023 Q2	$7.24M	Buy	74,941 +504	+0.7%	+$45.9K	2.05%	10
2023 Q1	$6.78M	Buy	74,437 +825	+1%	+$73.6K	2.03%	10
2022 Q4	$6.15M	Buy	73,612 +128	+0.2%	+$10.8K	1.97%	11
2022 Q3	$5.76M	Buy	73,484 +3,146	+4%	+$271K	1.97%	11
2022 Q2	$5.57M	Buy	70,338 +2,768	+4%	+$241K	1.84%	11
2022 Q1	$6.79M	Buy	67,570 +10,123	+18%	+$1.01M	1.96%	11
2021 Q4	$6.62M	Buy	57,447 +1,424	+3%	+$166K	1.87%	13
2021 Q3	$6.28M	Buy	+56,023	New	+$6.44M	1.94%	12
2021 Q1	$5.35M	Sell	52,416 -3,144	-6%	-$329K	1.9%	12
2020 Q4	$5.7M	Buy	+55,560	New	+$5.29M	2.24%	9

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

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

WestHill Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.37% in Q2 2026, buying an estimated $42.5K and bringing the position to 83,725 shares worth $12.3M. The position accounts for 2.09% of the portfolio, ranked #10.

WestHill Financial Advisors first reported a position in IWP in Q4 2020 and has held it in 22 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

WestHill Financial Advisors held 83,725 shares of iShares Russell Mid-Cap Growth ETF worth $12.3M as of Q2 2026.
WestHill Financial Advisors bought 308 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $42.5K.
iShares Russell Mid-Cap Growth ETF made up 2.09% of WestHill Financial Advisors's portfolio in Q2 2026, its #10 holding.
WestHill Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.