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

Aire 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	$707K	Sell	4,831 -1	-0%	-$138	0.12%	95
2026 Q1	$619K	Buy	4,832 +1	+0%	+$135	0.11%	95
2025 Q4	$662K	Hold	4,831	–	–	0.12%	89
2025 Q3	$688K	Hold	4,831	–	–	0.12%	92
2025 Q2	$670K	Buy	4,831 +2	+0%	+$253	0.13%	91
2025 Q1	$567K	Buy	4,829 +1	+0%	+$129	0.12%	91
2024 Q4	$612K	Buy	4,828 +2	+0%	+$254	0.13%	93
2024 Q3	$566K	Buy	4,826 +1	+0%	+$112	0.13%	89
2024 Q2	$532K	Buy	4,825 +3	+0.1%	+$330	0.12%	88
2024 Q1	$551K	Buy	4,822 +2	+0%	+$216	0.12%	92
2023 Q4	$504K	Buy	4,820 +70	+1%	+$6.64K	0.12%	91
2023 Q3	$434K	Sell	4,750 -130	-3%	-$12.4K	0.12%	92
2023 Q2	$472K	Sell	4,880 -39	-0.8%	-$3.55K	0.12%	88
2023 Q1	$444K	Sell	4,919 -2,439	-33%	-$218K	0.12%	88
2022 Q4	$617K	Buy	7,358 +849	+13%	+$71.5K	0.19%	72
2022 Q3	$511K	Buy	6,509 +65	+1%	+$5.59K	0.18%	77
2022 Q2	$511K	Buy	6,444 +552	+9%	+$48.1K	0.18%	72
2022 Q1	$592K	Buy	5,892 +2,612	+80%	+$260K	0.21%	66
2021 Q4	$377K	Buy	+3,280	New	+$382K	0.16%	79

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

Aire Advisors's IWP Position: Q2 2026 in Review

Aire Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.02% in Q2 2026, selling an estimated $138 and leaving 4,831 shares worth $707K. The position accounts for 0.12% of the portfolio, ranked #95.

Aire Advisors first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Aire Advisors held 4,831 shares of iShares Russell Mid-Cap Growth ETF worth $707K as of Q2 2026.
Aire Advisors sold 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Aire Advisors's portfolio in Q2 2026, its #95 holding.
Aire Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.