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Wise Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wise Wealth Partners’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
-6,211
Closed -$796K – 57
2026
Q1 		$796K Sell
6,211
-80
-1% -$10.8K 1.08% 19
2025
Q4 		$862K Buy
6,291
+1
+0% +$140 1.24% 16
2025
Q3 		$896K Buy
6,290
+159
+3% +$22.5K 1.37% 17
2025
Q2 		$850K Buy
6,131
+1,897
+45% +$240K 1.42% 17
2025
Q1 		$497K Buy
4,234
+660
+18% +$84.8K 1.19% 21
2024
Q4 		$453K Buy
+3,574
New +$454K 1.12% 20

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

Wise Wealth Partners's IWP Position: Q2 2026 in Review

Wise Wealth Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 6,211 shares — an estimated $796K sold.

Wise Wealth Partners first reported a position in IWP in Q4 2024 and held it in 6 quarters. The position peaked at $896K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Wise Wealth Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Wise Wealth Partners sold 6,211 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $796K.
  • Wise Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
  • Wise Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $896K in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.