Advisornet Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $360K | Buy |
2,807
+19
| +0.7% | +$2.57K | 0.02% | 464 |
|
|
2025
Q4 | $382K | Buy |
2,788
+371
| +15% | +$51.8K | 0.02% | 449 |
|
|
2025
Q3 | $344K | Sell |
2,417
-446
| -16% | -$63K | 0.02% | 461 |
|
|
2025
Q2 | $397K | Sell |
2,863
-15,183
| -84% | -$1.92M | 0.03% | 417 |
|
|
2025
Q1 | $2.12M | Sell |
18,046
-315
| -2% | -$40.5K | 0.16% | 149 |
|
|
2024
Q4 | $2.33M | Sell |
18,361
-12,547
| -41% | -$1.6M | 0.19% | 113 |
|
|
2024
Q3 | $3.63M | Buy |
30,908
+333
| +1% | +$37.2K | 0.27% | 86 |
|
|
2024
Q2 | $3.37M | Buy |
30,575
+2,255
| +8% | +$248K | 0.31% | 83 |
|
|
2024
Q1 | $3.23M | Buy |
28,320
+622
| +2% | +$67.3K | 0.31% | 77 |
|
|
2023
Q4 | $2.89M | Buy |
27,698
+7,788
| +39% | +$738K | 0.27% | 98 |
|
|
2023
Q3 | $1.82M | Sell |
19,910
-7,880
| -28% | -$753K | 0.17% | 132 |
|
|
2023
Q2 | $2.69M | Sell |
27,790
-112
| -0.4% | -$10.2K | 0.23% | 105 |
|
|
2023
Q1 | $2.54M | Sell |
27,902
-183
| -0.7% | -$16.3K | 0.23% | 102 |
|
|
2022
Q4 | $2.35M | Buy |
28,085
+1,668
| +6% | +$140K | 0.23% | 101 |
|
|
2022
Q3 | $2.07M | Buy |
26,417
+4,094
| +18% | +$352K | 0.21% | 118 |
|
|
2022
Q2 | $1.77M | Buy |
22,323
+119
| +0.5% | +$10.4K | 0.17% | 143 |
|
|
2022
Q1 | $2.23M | Buy |
22,204
+826
| +4% | +$82.3K | 0.14% | 146 |
|
|
2021
Q4 | $2.46M | Buy |
21,378
+1,303
| +6% | +$152K | 0.15% | 131 |
|
|
2021
Q3 | $2.25M | Sell |
20,075
-7,069
| -26% | -$813K | 0.16% | 132 |
|
|
2021
Q2 | $3.07M | Sell |
27,144
-75
| -0.3% | -$8.01K | 0.2% | 115 |
|
|
2021
Q1 | $2.78M | Sell |
27,219
-2,846
| -9% | -$298K | 0.2% | 118 |
|
|
2020
Q4 | $3.09M | Sell |
30,065
-29
| -0.1% | -$2.76K | 0.25% | 87 |
|
|
2020
Q3 | $2.6M | Sell |
30,094
-174
| -0.6% | -$14.7K | 0.22% | 100 |
|
|
2020
Q2 | $2.39M | Sell |
30,268
-4,240
| -12% | -$308K | 0.19% | 117 |
|
|
2020
Q1 | $2.1M | Sell |
34,508
-11,110
| -24% | -$810K | 0.19% | 113 |
|
|
2019
Q4 | $3.48M | Buy |
45,618
+2,962
| +7% | +$217K | 0.3% | 71 |
|
|
2019
Q3 | $3.02M | Buy |
42,656
+20,732
| +95% | +$1.49M | 0.28% | 82 |
|
|
2019
Q2 | $1.56M | Buy |
21,924
+15,884
| +263% | +$1.1M | 0.17% | 125 |
|
|
2019
Q1 | $410K | Sell |
6,040
-49,612
| -89% | -$3.18M | 0.05% | 304 |
|
|
2018
Q4 | $3.16M | Sell |
55,652
-5,840
| -9% | -$355K | 0.44% | 44 |
|
|
2018
Q3 | $4.17M | Sell |
61,492
-2,762
| -4% | -$184K | 0.52% | 32 |
|
|
2018
Q2 | $4.07M | Buy |
64,254
+1,656
| +3% | +$104K | 0.55% | 30 |
|
|
2018
Q1 | $3.85M | Sell |
62,598
-892
| -1% | -$55.7K | 0.53% | 32 |
|
|
2017
Q4 | $3.83M | Buy |
+63,490
| New | +$3.73M | 0.58% | 30 |
|
Other funds holding IWP
FCAS
Advisornet Financial's IWP Position: Q1 2026 in Review
Advisornet Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.68% in Q1 2026, buying an estimated $2.57K and bringing the position to 2,807 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #464.
Advisornet Financial first reported a position in IWP in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.17M in Q3 2018. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Advisornet Financial held 2,807 shares of iShares Russell Mid-Cap Growth ETF worth $360K as of Q1 2026.
- Advisornet Financial bought 19 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.57K.
- iShares Russell Mid-Cap Growth ETF made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #464 holding.
- Advisornet Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's iShares Russell Mid-Cap Growth ETF position peaked at $4.17M in Q3 2018.
- 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.