Wolff Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wolff Financial 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	$339K	Sell	2,313 -765	-25%	-$105K	0.07%	87
2026 Q1	$394K	Buy	3,078 +9	+0.3%	+$1.22K	0.09%	78
2025 Q4	$420K	Sell	3,069 -72	-2%	-$10.1K	0.09%	76
2025 Q3	$447K	Buy	3,141 +24	+0.8%	+$3.39K	0.1%	74
2025 Q2	$432K	Buy	3,117 +3	+0.1%	+$380	0.11%	73
2025 Q1	$366K	Sell	3,114 -54	-2%	-$6.94K	0.1%	75
2024 Q4	$402K	Buy	3,168 +3	+0.1%	+$381	0.11%	71
2024 Q3	$371K	Buy	+3,165	New	+$354K	0.1%	79
2024 Q2	–	Sell	-3,991	Closed	-$456K	–	59
2024 Q1	$456K	Sell	3,991 -117	-3%	-$12.7K	0.13%	72
2023 Q4	$429K	Sell	4,108 -440	-10%	-$41.7K	0.13%	73
2023 Q3	$415K	Buy	+4,548	New	+$435K	0.14%	73
2023 Q2	–	Sell	-6,934	Closed	-$631K	–	61
2023 Q1	$631K	Sell	6,934 -1,230	-15%	-$110K	0.22%	57
2022 Q4	$682K	Sell	8,164 -5,791	-41%	-$487K	0.25%	53
2022 Q3	$1.09M	Buy	13,955 +3,128	+29%	+$269K	0.5%	38
2022 Q2	$858K	Sell	10,827 -6,417	-37%	-$559K	0.38%	49
2022 Q1	$1.73M	Buy	17,244 +1,239	+8%	+$123K	0.69%	30
2021 Q4	$1.84M	Buy	+16,005	New	+$1.87M	0.7%	30

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Wolff Financial Management's IWP Position: Q2 2026 in Review

Wolff Financial Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 25% in Q2 2026, selling an estimated $105K and leaving 2,313 shares worth $339K. The position accounts for 0.07% of the portfolio, ranked #87.

Wolff Financial Management first reported a position in IWP in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.84M in Q4 2021. 294 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wolff Financial Management held 2,313 shares of iShares Russell Mid-Cap Growth ETF worth $339K as of Q2 2026.
Wolff Financial Management sold 765 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $105K.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Wolff Financial Management's portfolio in Q2 2026, its #87 holding.
Wolff Financial Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
Wolff Financial Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.84M in Q4 2021.
294 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.