Addison Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Addison Advisors’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	$77K	Hold	526	–	–	0.04%	210
2026 Q1	$67.4K	Hold	526	–	–	0.01%	376
2025 Q4	$72K	Hold	526	–	–	0.02%	359
2025 Q3	$74.9K	Sell	526 -63	-11%	-$8.9K	0.02%	353
2025 Q2	$81.7K	Buy	+589	New	+$74.5K	0.02%	334

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

Addison Advisors's IWP Position: Q2 2026 in Review

Addison Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 526 shares worth $77K. The position accounts for 0.04% of the portfolio, ranked #210.

Addison Advisors first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. The position peaked at $81.7K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Addison Advisors held 526 shares of iShares Russell Mid-Cap Growth ETF worth $77K as of Q2 2026.
Addison Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Addison Advisors's portfolio in Q2 2026, its #210 holding.
Addison Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Addison Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $81.7K in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.