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

XML Financial’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	$12.2M	Buy	83,381 +818	+1%	+$113K	0.89%	29
2026 Q1	$10.6M	Buy	82,563 +2,046	+3%	+$277K	0.85%	32
2025 Q4	$11M	Sell	80,517 -918	-1%	-$128K	0.9%	29
2025 Q3	$11.6M	Sell	81,435 -322	-0.4%	-$45.5K	0.94%	28
2025 Q2	$11.3M	Buy	81,757 +2,016	+3%	+$255K	0.98%	27
2025 Q1	$9.37M	Buy	79,741 +440	+0.6%	+$56.6K	0.87%	32
2024 Q4	$10.1M	Buy	79,301 +503	+0.6%	+$63.9K	0.92%	28
2024 Q3	$9.24M	Buy	78,798 +538	+0.7%	+$60.2K	0.86%	29
2024 Q2	$8.64M	Buy	78,260 +4,664	+6%	+$512K	0.87%	27
2024 Q1	$8.4M	Buy	73,596 +5,056	+7%	+$547K	0.86%	30
2023 Q4	$7.16M	Buy	68,540 +4,547	+7%	+$431K	0.76%	39
2023 Q3	$5.85M	Buy	63,993 +317	+0.5%	+$30.3K	0.7%	46
2023 Q2	$6.15M	Buy	63,676 +223	+0.4%	+$20.3K	0.71%	43
2023 Q1	$5.78M	Buy	63,453 +16	+0%	+$1.43K	0.7%	45
2022 Q4	$5.3M	Buy	63,437 +820	+1%	+$69K	0.67%	49
2022 Q3	$4.91M	Buy	62,617 +2,612	+4%	+$225K	0.68%	45
2022 Q2	$4.75M	Buy	60,005 +2,537	+4%	+$221K	1.07%	27
2022 Q1	$5.78M	Buy	57,468 +2,765	+5%	+$275K	0.69%	45
2021 Q4	$6.3M	Buy	54,703 +1,824	+3%	+$213K	0.76%	40
2021 Q3	$5.93M	Buy	52,879 +2,859	+6%	+$329K	0.79%	38
2021 Q2	$5.66M	Buy	50,020 +6,770	+16%	+$723K	1.25%	22
2021 Q1	$4.41M	Buy	43,250 +130	+0.3%	+$13.6K	1.08%	24
2020 Q4	$4.43M	Buy	43,120 +1,406	+3%	+$134K	1.15%	23
2020 Q3	$3.61M	Sell	41,714 -4,836	-10%	-$408K	1.13%	25
2020 Q2	$3.68M	Buy	46,550 +2,272	+5%	+$165K	1.28%	25
2020 Q1	$2.69M	Buy	44,278 +3,980	+10%	+$290K	1.16%	25
2019 Q4	$3.07M	Buy	+40,298	New	+$2.95M	1.12%	23

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

XML Financial's IWP Position: Q2 2026 in Review

XML Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.99% in Q2 2026, buying an estimated $113K and bringing the position to 83,381 shares worth $12.2M. The position accounts for 0.89% of the portfolio, ranked #29.

XML Financial first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

XML Financial held 83,381 shares of iShares Russell Mid-Cap Growth ETF worth $12.2M as of Q2 2026.
XML Financial bought 818 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $113K.
iShares Russell Mid-Cap Growth ETF made up 0.89% of XML Financial's portfolio in Q2 2026, its #29 holding.
XML Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.