Wolff Wiese Magana’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wolff Wiese Magana’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	$77.5K	Hold	529	–	–	0.04%	186
2026 Q1	$67.8K	Sell	529 -29	-5%	-$3.92K	0.04%	184
2025 Q4	$76.4K	Hold	558	–	–	0.04%	169
2025 Q3	$79.5K	Sell	558 -14	-2%	-$1.98K	0.05%	174
2025 Q2	$79.3K	Hold	572	–	–	0.05%	167
2025 Q1	$67.2K	Hold	572	–	–	0.05%	167
2024 Q4	$72.5K	Buy	572 +10	+2%	+$1.27K	0.05%	161
2024 Q3	$65.9K	Buy	562 +344	+158%	+$38.5K	0.05%	165
2024 Q2	$24.1K	Hold	218	–	–	0.02%	221
2024 Q1	$24.9K	Hold	218	–	–	0.02%	201
2023 Q4	$22.8K	Hold	218	–	–	0.02%	203
2023 Q3	$19.9K	Hold	218	–	–	0.02%	263
2023 Q2	$21.1K	Hold	218	–	–	0.02%	265
2023 Q1	$19.8K	Hold	218	–	–	0.02%	267
2022 Q4	$18.2K	Hold	218	–	–	0.02%	266
2022 Q3	$17K	Hold	218	–	–	0.01%	408
2022 Q2	$17K	Hold	218	–	–	0.01%	432
2022 Q1	$22K	Hold	218	–	–	0.01%	405
2021 Q4	$25K	Sell	218 -400	-65%	-$46.6K	0.02%	394
2021 Q3	$69K	Hold	618	–	–	0.05%	238
2021 Q2	$70K	Hold	618	–	–	0.05%	235
2021 Q1	$63K	Hold	618	–	–	0.05%	243
2020 Q4	$63K	Buy	+618	New	+$58.8K	0.05%	230

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Wolff Wiese Magana's IWP Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 529 shares worth $77.5K. The position accounts for 0.04% of the portfolio, ranked #186.

Wolff Wiese Magana first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $79.5K in Q3 2025. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wolff Wiese Magana held 529 shares of iShares Russell Mid-Cap Growth ETF worth $77.5K as of Q2 2026.
Wolff Wiese Magana left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Wolff Wiese Magana's portfolio in Q2 2026, its #186 holding.
Wolff Wiese Magana first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's iShares Russell Mid-Cap Growth ETF position peaked at $79.5K in Q3 2025.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.