Windsor Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Windsor Capital Management’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	$272K	Hold	1,859	–	–	0.07%	114
2026 Q1	$238K	Buy	1,859 +1	+0.1%	+$135	0.07%	113
2025 Q4	$254K	Buy	1,858 +1	+0.1%	+$140	0.07%	106
2025 Q3	$265K	Sell	1,857 -1	-0.1%	-$141	0.07%	108
2025 Q2	$258K	Buy	1,858 +1	+0.1%	+$127	0.08%	106
2025 Q1	$218K	Hold	1,857	–	–	0.07%	112
2024 Q4	$235K	Hold	1,857	–	–	0.07%	109
2024 Q3	$218K	Hold	1,857	–	–	0.06%	113
2024 Q2	$205K	Buy	1,857 +1	+0.1%	+$110	0.06%	111
2024 Q1	$212K	Buy	+1,856	New	+$201K	0.07%	107
2023 Q4	–	Sell	-2,741	Closed	-$250K	–	114
2023 Q3	$250K	Hold	2,741	–	–	0.09%	100
2023 Q2	$265K	Hold	2,741	–	–	0.09%	97
2023 Q1	$250K	Buy	2,741 +88	+3%	+$7.85K	0.09%	100
2022 Q4	$222K	Buy	+2,653	New	+$223K	0.08%	106
2022 Q1	–	Sell	-1,982	Closed	-$228K	–	123
2021 Q4	$228K	Hold	1,982	–	–	0.07%	110
2021 Q3	$222K	Buy	1,982 +1	+0.1%	+$115	0.07%	111
2021 Q2	$224K	Hold	1,981	–	–	0.07%	110
2021 Q1	$202K	Sell	1,981 -14	-0.7%	-$1.46K	0.07%	116
2020 Q4	$204K	Buy	+1,995	New	+$190K	0.08%	116
2015 Q4	–	Sell	-470	Closed	-$20K	–	254
2015 Q3	$20K	Buy	+470	New	+$22.3K	0.01%	257
2014 Q1	–	Sell	-464	Closed	-$20K	–	183
2013 Q4	$20K	Sell	464 -258	-36%	-$10.4K	0.01%	266
2013 Q3	$28K	Buy	+722	New	+$27.5K	0.02%	238

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

Windsor Capital Management's IWP Position: Q2 2026 in Review

Windsor Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,859 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #114.

Windsor Capital Management first reported a position in IWP in Q3 2013 and has held it in 22 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Windsor Capital Management held 1,859 shares of iShares Russell Mid-Cap Growth ETF worth $272K as of Q2 2026.
Windsor Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Windsor Capital Management's portfolio in Q2 2026, its #114 holding.
Windsor Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 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 Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.