Planning Strategies Inc.’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Planning Strategies Inc.’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	$6.88K	Buy	+47	New	+$6.48K	﹤0.01%	381

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Planning Strategies Inc.'s IWP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 47 shares worth $6.88K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings.

528 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Planning Strategies Inc. held 47 shares of iShares Russell Mid-Cap Growth ETF worth $6.88K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #381 holding.
528 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.