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XY Planning Network’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

XY Planning Network’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 		$437K Sell
2,987
-36
-1% -$4.96K 0.05% 223
2026
Q1 		$389K Buy
3,023
+180
+6% +$24.4K 0.06% 204
2025
Q4 		$389K Hold
2,843
– – 0.07% 187
2025
Q3 		$394K Hold
2,843
– – 0.13% 122
2025
Q2 		$394K Buy
+2,843
New +$360K 0.13% 122

Other funds holding IWP

Envestnet Portfolio Solutions
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
RA
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
GG
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

XY Planning Network's IWP Position: Q2 2026 in Review

XY Planning Network reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q2 2026, selling an estimated $4.96K and leaving 2,987 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #223.

XY Planning Network first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • XY Planning Network held 2,987 shares of iShares Russell Mid-Cap Growth ETF worth $437K as of Q2 2026.
  • XY Planning Network sold 36 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.96K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #223 holding.
  • XY Planning Network first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.