AE Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

AE Wealth Management’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	$22.4M	Buy	152,890 +33,461	+28%	+$4.61M	0.1%	211
2026 Q1	$15.3M	Buy	119,429 +24,215	+25%	+$3.28M	0.08%	239
2025 Q4	$13M	Buy	95,214 +5,971	+7%	+$834K	0.07%	252
2025 Q3	$12.7M	Sell	89,243 -76,458	-46%	-$10.8M	0.08%	239
2025 Q2	$23M	Sell	165,701 -13,950	-8%	-$1.76M	0.17%	139
2025 Q1	$21.1M	Sell	179,651 -22,125	-11%	-$2.84M	0.18%	135
2024 Q4	$25.6M	Buy	201,776 +1,098	+0.5%	+$140K	0.22%	107
2024 Q3	$23.5M	Sell	200,678 -3,326	-2%	-$372K	0.21%	113
2024 Q2	$22.5M	Buy	204,004 +13,536	+7%	+$1.49M	0.23%	105
2024 Q1	$21.7M	Sell	190,468 -247,141	-56%	-$26.7M	0.25%	105
2023 Q4	$45.8M	Buy	437,609 +198,473	+83%	+$18.8M	0.23%	89
2023 Q3	$21.8M	Sell	239,136 -83,365	-26%	-$7.97M	0.13%	181
2023 Q2	$31.2M	Sell	322,501 -24,380	-7%	-$2.22M	0.19%	117
2023 Q1	$31.6M	Sell	346,881 -1,240	-0.4%	-$111K	0.2%	111
2022 Q4	$29.1M	Sell	348,121 -9,931	-3%	-$836K	0.21%	100
2022 Q3	$28.1M	Buy	358,052 +89,143	+33%	+$7.67M	0.22%	104
2022 Q2	$21.3M	Sell	268,909 -25,044	-9%	-$2.18M	0.17%	146
2022 Q1	$29.5M	Sell	293,953 -67,468	-19%	-$6.72M	0.2%	107
2021 Q4	$41.6M	Buy	361,421 +7,123	+2%	+$831K	0.29%	70
2021 Q3	$39.7M	Sell	354,298 -46,414	-12%	-$5.34M	0.33%	63
2021 Q2	$45.4M	Buy	400,712 +7,901	+2%	+$844K	0.4%	53
2021 Q1	$40.1M	Buy	392,811 +43,717	+13%	+$4.57M	0.4%	49
2020 Q4	$35.8M	Buy	349,094 +2	+0%	+$190	0.41%	52
2020 Q3	$30.2M	Sell	349,092 -48,600	-12%	-$4.1M	0.43%	46
2020 Q2	$31.4M	Buy	397,692 +2,972	+0.8%	+$216K	0.49%	38
2020 Q1	$24M	Buy	394,720 +916	+0.2%	+$66.7K	0.55%	34
2019 Q4	$30M	Buy	393,804 +38,530	+11%	+$2.82M	0.65%	31
2019 Q3	$25.1M	Sell	355,274 -70,424	-17%	-$5.06M	0.73%	29
2019 Q2	$30.4M	Buy	425,698 +233,876	+122%	+$16.3M	0.91%	25
2019 Q1	$13M	Buy	191,822 +178,958	+1,391%	+$11.5M	0.9%	25
2018 Q4	$731K	Sell	12,864 -285,926	-96%	-$17.4M	0.13%	189
2018 Q3	$20.3M	Buy	298,790 +35,556	+14%	+$2.36M	1.11%	18
2018 Q2	$16.7M	Buy	263,234 +43,938	+20%	+$2.77M	1.14%	17
2018 Q1	$13.5M	Buy	219,296 +56,834	+35%	+$3.55M	1.04%	20
2017 Q4	$9.8M	Buy	162,462 +24,524	+18%	+$1.44M	0.86%	23
2017 Q3	$7.81M	Buy	137,938 +40,086	+41%	+$2.2M	0.72%	27
2017 Q2	$5.29M	Buy	97,852 +29,350	+43%	+$1.56M	0.63%	31
2017 Q1	$3.55M	Buy	68,502 +46,744	+215%	+$2.39M	0.66%	26
2016 Q4	$1.06M	Buy	+21,758	New	+$1.05M	0.43%	50

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

AE Wealth Management's IWP Position: Q2 2026 in Review

AE Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 28% in Q2 2026, buying an estimated $4.61M and bringing the position to 152,890 shares worth $22.4M. The position accounts for 0.1% of the portfolio, ranked #211.

AE Wealth Management first reported a position in IWP in Q4 2016 and has held it in 39 quarters since. The position peaked at $45.8M in Q4 2023. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

AE Wealth Management held 152,890 shares of iShares Russell Mid-Cap Growth ETF worth $22.4M as of Q2 2026.
AE Wealth Management bought 33,461 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.61M.
iShares Russell Mid-Cap Growth ETF made up 0.1% of AE Wealth Management's portfolio in Q2 2026, its #211 holding.
AE Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
AE Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $45.8M in Q4 2023.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.