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Widmann Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Widmann Financial Services’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 		$5.18M Buy
35,390
+1,009
+3% +$139K 2.78% 8
2026
Q1 		$4.4M Buy
34,381
+985
+3% +$133K 2.62% 9
2025
Q4 		$4.57M Buy
33,396
+1,480
+5% +$207K 2.8% 8
2025
Q3 		$4.55M Buy
31,916
+768
+2% +$109K 2.86% 8
2025
Q2 		$4.32M Buy
31,148
+1,242
+4% +$157K 3.01% 8
2025
Q1 		$3.51M Buy
29,906
+884
+3% +$114K 2.73% 10
2024
Q4 		$3.68M Sell
29,022
-5,995
-17% -$762K 2.85% 8
2024
Q3 		$4.11M Buy
35,017
+1,309
+4% +$146K 3.11% 9
2024
Q2 		$3.72M Sell
33,708
-234
-0.7% -$25.7K 3.03% 7
2024
Q1 		$3.87M Buy
33,942
+200
+0.6% +$21.6K 3.25% 7
2023
Q4 		$3.52M Sell
33,742
-132
-0.4% -$12.5K 3.17% 7
2023
Q3 		$3.09M Sell
33,874
-152
-0.4% -$14.5K 3.08% 8
2023
Q2 		$3.29M Buy
34,026
+18
+0.1% +$1.64K 3.15% 7
2023
Q1 		$3.1M Buy
34,008
+722
+2% +$64.4K 3.12% 7
2022
Q4 		$2.78M Buy
33,286
+806
+2% +$67.8K 2.91% 9
2022
Q3 		$2.55M Buy
32,480
+2,208
+7% +$190K 2.82% 8
2022
Q2 		$2.4M Buy
30,272
+1,839
+6% +$160K 2.48% 11
2022
Q1 		$2.86M Buy
28,433
+898
+3% +$89.4K 2.53% 10
2021
Q4 		$3.17M Buy
+27,535
New +$3.21M 2.61% 7

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Widmann Financial Services's IWP Position: Q2 2026 in Review

Widmann Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2026, buying an estimated $139K and bringing the position to 35,390 shares worth $5.18M. The position accounts for 2.78% of the portfolio, ranked #8.

Widmann Financial Services first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Widmann Financial Services held 35,390 shares of iShares Russell Mid-Cap Growth ETF worth $5.18M as of Q2 2026.
  • Widmann Financial Services bought 1,009 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $139K.
  • iShares Russell Mid-Cap Growth ETF made up 2.78% of Widmann Financial Services's portfolio in Q2 2026, its #8 holding.
  • Widmann Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.