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

AllStreet Capital 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	$1.85M	Sell	12,607 -1,072	-8%	-$148K	1.2%	24
2026 Q1	$1.75M	Buy	13,679 +1,555	+13%	+$210K	1.3%	24
2025 Q4	$1.66M	Buy	+12,124	New	+$1.69M	1.2%	26

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

AllStreet Capital Advisors's IWP Position: Q2 2026 in Review

AllStreet Capital Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.8% in Q2 2026, selling an estimated $148K and leaving 12,607 shares worth $1.85M. The position accounts for 1.2% of the portfolio, ranked #24.

AllStreet Capital Advisors first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

AllStreet Capital Advisors held 12,607 shares of iShares Russell Mid-Cap Growth ETF worth $1.85M as of Q2 2026.
AllStreet Capital Advisors sold 1,072 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $148K.
iShares Russell Mid-Cap Growth ETF made up 1.2% of AllStreet Capital Advisors's portfolio in Q2 2026, its #24 holding.
AllStreet Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on AllStreet Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.