WFA of San Diego’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WFA of San Diego’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	–	Sell	-275	Closed	-$35.2K	–	230
2026 Q1	$35.2K	Hold	275	–	–	0.03%	208
2025 Q4	$37.7K	Hold	275	–	–	0.03%	211
2025 Q3	$39.2K	Sell	275 -63	-19%	-$8.9K	0.03%	224
2025 Q2	$46.9K	Buy	+338	New	+$42.8K	0.03%	207
2024 Q3	$47.3K	Hold	403	–	–	0.04%	192
2024 Q2	$44.5K	Buy	+403	New	+$44.3K	0.04%	189
2023 Q3	$41.9K	Hold	459	–	–	0.04%	185
2023 Q2	$44.4K	Buy	+459	New	+$41.8K	0.04%	180
2023 Q1	–	Sell	-459	Closed	-$38.4K	–	239
2022 Q4	$38.4K	Buy	+459	New	+$38.6K	0.03%	218
2022 Q3	–	Sell	-958	Closed	-$76K	–	236
2022 Q2	$76K	Buy	+958	New	+$83.4K	0.07%	139
2022 Q1	–	Sell	-958	Closed	-$110K	–	121
2021 Q4	$110K	Sell	958 -25	-3%	-$2.92K	0.06%	160
2021 Q3	$110K	Buy	+983	New	+$113K	0.08%	136

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

WFA of San Diego's IWP Position: Q2 2026 in Review

WFA of San Diego sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 275 shares — an estimated $35.2K sold.

WFA of San Diego first reported a position in IWP in Q3 2021 and held it in 12 quarters. The position peaked at $110K in Q4 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

WFA of San Diego reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 275 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $35.2K.
WFA of San Diego first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 12 quarters.
WFA of San Diego's iShares Russell Mid-Cap Growth ETF position peaked at $110K in Q4 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.