Yardley Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Yardley Wealth 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	$319K	Sell	2,176 -24	-1%	-$3.31K	0.14%	34
2026 Q1	$282K	Hold	2,200	–	–	0.14%	34
2025 Q4	$301K	Hold	2,200	–	–	0.16%	34
2025 Q3	$313K	Hold	2,200	–	–	0.18%	32
2025 Q2	$305K	Hold	2,200	–	–	0.17%	38
2025 Q1	$258K	Sell	2,200 -6,600	-75%	-$848K	0.15%	39
2024 Q4	$1.07M	Buy	8,800 +6,600	+300%	+$839K	0.52%	27
2024 Q3	$258K	Buy	+2,200	New	+$246K	0.15%	40

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

Yardley Wealth Management's IWP Position: Q2 2026 in Review

Yardley Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.1% in Q2 2026, selling an estimated $3.31K and leaving 2,176 shares worth $319K. The position accounts for 0.14% of the portfolio, ranked #34.

Yardley Wealth Management first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Yardley Wealth Management held 2,176 shares of iShares Russell Mid-Cap Growth ETF worth $319K as of Q2 2026.
Yardley Wealth Management sold 24 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.31K.
iShares Russell Mid-Cap Growth ETF made up 0.14% of Yardley Wealth Management's portfolio in Q2 2026, its #34 holding.
Yardley Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.07M in Q4 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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