Acima Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Acima Private Wealth’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	$5.44M	Hold	37,139	–	–	1.58%	21
2026 Q1	$4.76M	Hold	37,139	–	–	1.49%	21
2025 Q4	$5.09M	Hold	37,139	–	–	1.58%	21
2025 Q3	$5.29M	Hold	37,139	–	–	1.66%	21
2025 Q2	$5.15M	Hold	37,139	–	–	1.76%	21
2025 Q1	$4.36M	Hold	37,139	–	–	1.57%	21
2024 Q4	$4.71M	Hold	37,139	–	–	1.58%	20
2024 Q3	$4.36M	Hold	37,139	–	–	1.46%	20
2024 Q2	$4.1M	Hold	37,139	–	–	1.51%	19
2024 Q1	$4.24M	Hold	37,139	–	–	1.56%	17
2023 Q4	$3.88M	Sell	37,139 -26,182	-41%	-$2.48M	1.51%	18
2023 Q3	$5.78M	Buy	63,321 +26,182	+70%	+$2.5M	2.57%	11
2023 Q2	$3.59M	Hold	37,139	–	–	1.72%	15
2023 Q1	$3.38M	Hold	37,139	–	–	1.66%	17
2022 Q4	$3.1M	Hold	37,139	–	–	1.59%	20
2022 Q3	$2.91M	Hold	37,139	–	–	1.5%	20
2022 Q2	$2.94M	Hold	37,139	–	–	1.47%	22
2022 Q1	$3.73M	Sell	37,139 -5,975	-14%	-$595K	1.72%	13
2021 Q4	$4.97M	Buy	43,114 +3,014	+8%	+$351K	2.14%	12
2021 Q3	$4.49M	Hold	40,100	–	–	2.07%	15
2021 Q2	$4.54M	Hold	40,100	–	–	2.08%	11
2021 Q1	$4.09M	Hold	40,100	–	–	2.01%	14
2020 Q4	$4.12M	Hold	40,100	–	–	2.13%	12
2020 Q3	$3.47M	Hold	40,100	–	–	2.09%	13
2020 Q2	$3.17M	Hold	40,100	–	–	2.05%	14
2020 Q1	$2.44M	Hold	40,100	–	–	1.88%	16
2019 Q4	$3.06M	Hold	40,100	–	–	2.11%	10
2019 Q3	$2.83M	Hold	40,100	–	–	2.17%	8
2019 Q2	$2.86M	Hold	40,100	–	–	2.26%	8
2019 Q1	$2.72M	Hold	40,100	–	–	2.33%	8
2018 Q4	$2.28M	Buy	+40,100	New	+$2.44M	2.23%	8

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

Acima Private Wealth's IWP Position: Q2 2026 in Review

Acima Private Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 37,139 shares worth $5.44M. The position accounts for 1.58% of the portfolio, ranked #21.

Acima Private Wealth first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.78M in Q3 2023. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Acima Private Wealth held 37,139 shares of iShares Russell Mid-Cap Growth ETF worth $5.44M as of Q2 2026.
Acima Private Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 1.58% of Acima Private Wealth's portfolio in Q2 2026, its #21 holding.
Acima Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $5.78M in Q3 2023.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.