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

Advisory Resource Group’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	$5.02M	Buy	34,254 +31,095	+984%	+$4.29M	0.75%	37
2026 Q1	$405K	Sell	3,159 -85	-3%	-$11.5K	0.07%	136
2025 Q4	$444K	Buy	3,244 +158	+5%	+$22.1K	0.08%	131
2025 Q3	$439K	Sell	3,086 -67	-2%	-$9.47K	0.08%	139
2025 Q2	$437K	Sell	3,153 -40	-1%	-$5.06K	0.08%	134
2025 Q1	$375K	Buy	3,193 +388	+14%	+$49.9K	0.08%	139
2024 Q4	$356K	Buy	2,805 +51	+2%	+$6.48K	0.08%	131
2024 Q3	$323K	Buy	2,754 +17	+0.6%	+$1.9K	0.07%	133
2024 Q2	$302K	Buy	2,737 +116	+4%	+$12.7K	0.07%	131
2024 Q1	$299K	Buy	2,621 +339	+15%	+$36.7K	0.07%	135
2023 Q4	$238K	Buy	+2,282	New	+$216K	0.06%	139

Other funds holding IWP

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return