William Allan Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

William Allan Corp’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	$612K	Buy	4,180 +4	+0.1%	+$551	0.3%	49
2026 Q1	$535K	Buy	4,176 +1	+0%	+$135	0.32%	47
2025 Q4	$572K	Buy	+4,175	New	+$583K	0.32%	46

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

William Allan Corp's IWP Position: Q2 2026 in Review

William Allan Corp increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q2 2026, buying an estimated $551 and bringing the position to 4,180 shares worth $612K. The position accounts for 0.3% of the portfolio, ranked #49.

William Allan Corp first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

William Allan Corp held 4,180 shares of iShares Russell Mid-Cap Growth ETF worth $612K as of Q2 2026.
William Allan Corp bought 4 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $551.
iShares Russell Mid-Cap Growth ETF made up 0.3% of William Allan Corp's portfolio in Q2 2026, its #49 holding.
William Allan Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on William Allan Corp's 13F filing for Q2 2026, filed 28 Jul 2026.