Advisory Alpha’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advisory Alpha’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 Q1	$356K	Hold	2,780	–	–	0.01%	410
2025 Q4	$381K	Sell	2,780 -13	-0.5%	-$1.82K	0.01%	367
2025 Q3	$401K	Buy	2,793 +12	+0.4%	+$1.7K	0.01%	342
2025 Q2	$386K	Hold	2,781	–	–	0.01%	314
2025 Q1	$327K	Buy	2,781 +6	+0.2%	+$771	0.01%	334
2024 Q4	$352K	Buy	2,775 +445	+19%	+$56.6K	0.01%	284
2024 Q3	$273K	Hold	2,330	–	–	0.01%	330
2024 Q2	$257K	Sell	2,330 -8	-0.3%	-$879	0.01%	317
2024 Q1	$267K	Buy	2,338 +124	+6%	+$13.4K	0.01%	326
2023 Q4	$231K	Hold	2,214	–	–	0.01%	311
2023 Q3	$202K	Sell	2,214 -102	-4%	-$9.75K	0.01%	291
2023 Q2	$224K	Sell	2,316 -1,876	-45%	-$171K	0.01%	299
2023 Q1	$382K	Buy	4,192 +94	+2%	+$8.39K	0.02%	206
2022 Q4	$343K	Buy	+4,098	New	+$345K	0.02%	196
2022 Q2	–	Sell	-2,169	Closed	-$218K	–	262
2022 Q1	$218K	Buy	+2,169	New	+$216K	0.01%	248

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Advisory Alpha's IWP Position: Q1 2026 in Review

Advisory Alpha held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,780 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #410.

Advisory Alpha first reported a position in IWP in Q1 2022 and has held it in 15 quarters since. The position peaked at $401K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Advisory Alpha held 2,780 shares of iShares Russell Mid-Cap Growth ETF worth $356K as of Q1 2026.
Advisory Alpha left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #410 holding.
Advisory Alpha first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Advisory Alpha's iShares Russell Mid-Cap Growth ETF position peaked at $401K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.