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Willner & Heller’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Willner & Heller’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 		$1.68M Sell
11,477
-333
-3% -$45.9K 1.05% 22
2026
Q1 		$1.51M Buy
11,810
+208
+2% +$28.1K 1.13% 23
2025
Q4 		$1.59M Buy
11,602
+82
+0.7% +$11.5K 1.14% 19
2025
Q3 		$1.64M Buy
11,520
+425
+4% +$60.1K 1.26% 15
2025
Q2 		$1.54M Sell
11,095
-777
-7% -$98.3K 1.3% 15
2025
Q1 		$1.39M Buy
11,872
+505
+4% +$64.9K 1.29% 16
2024
Q4 		$1.44M Buy
11,367
+232
+2% +$29.5K 1.26% 16
2024
Q3 		$1.31M Buy
11,135
+247
+2% +$27.6K 1.16% 18
2024
Q2 		$1.2M Buy
10,888
+94
+0.9% +$10.3K 1.15% 20
2024
Q1 		$1.23M Buy
10,794
+296
+3% +$32K 1.23% 17
2023
Q4 		$1.1M Buy
+10,498
New +$995K 1.22% 17
2022
Q4 		$804K Sell
9,622
-469
-5% -$39.5K 1.14% 27
2022
Q3 		$791K Buy
10,091
+262
+3% +$22.6K 1.28% 20
2022
Q2 		$779K Buy
9,829
+2,301
+31% +$200K 1.21% 25
2022
Q1 		$867K Buy
7,528
+271
+4% +$27K 1.07% 22
2021
Q4 		$813K Buy
+7,257
New +$846K 1.08% 20

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Willner & Heller's IWP Position: Q2 2026 in Review

Willner & Heller reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.8% in Q2 2026, selling an estimated $45.9K and leaving 11,477 shares worth $1.68M. The position accounts for 1.05% of the portfolio, ranked #22.

Willner & Heller first reported a position in IWP in Q4 2021 and has held it in 16 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Willner & Heller held 11,477 shares of iShares Russell Mid-Cap Growth ETF worth $1.68M as of Q2 2026.
  • Willner & Heller sold 333 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $45.9K.
  • iShares Russell Mid-Cap Growth ETF made up 1.05% of Willner & Heller's portfolio in Q2 2026, its #22 holding.
  • Willner & Heller first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.