Allworth Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Allworth Financial’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	$1,000K	Sell	6,830 -132,494	-95%	-$18.3M	﹤0.01%	735
2026 Q1	$17.9M	Buy	139,324 +235	+0.2%	+$31.8K	0.07%	166
2025 Q4	$19M	Buy	139,089 +131,550	+1,745%	+$18.4M	0.08%	147
2025 Q3	$1.07M	Buy	7,539 +12	+0.2%	+$1.7K	﹤0.01%	647
2025 Q2	$1.04M	Buy	7,527 +728	+11%	+$92.1K	0.01%	632
2025 Q1	$811K	Sell	6,799 -951	-12%	-$122K	﹤0.01%	573
2024 Q4	$1.05M	Buy	7,750 +28	+0.4%	+$3.56K	0.01%	529
2024 Q3	$906K	Buy	7,722 +4	+0.1%	+$447	0.01%	451
2024 Q2	$858K	Sell	7,718 -151	-2%	-$16.6K	0.01%	454
2024 Q1	$898K	Buy	7,869 +1,628	+26%	+$176K	0.01%	429
2023 Q4	$652K	Sell	6,241 -2,223	-26%	-$211K	0.01%	464
2023 Q3	$773K	Buy	8,464 +12	+0.1%	+$1.15K	0.01%	410
2023 Q2	$817K	Sell	8,452 -575	-6%	-$52.4K	0.01%	413
2023 Q1	$822K	Sell	9,027 -3,206	-26%	-$286K	0.01%	378
2022 Q4	$1.02M	Sell	12,233 -1,317	-10%	-$111K	0.01%	340
2022 Q3	$1.06M	Sell	13,550 -267	-2%	-$23K	0.01%	317
2022 Q2	$1.09M	Sell	13,817 -2,002	-13%	-$174K	0.02%	296
2022 Q1	$1.59M	Sell	15,819 -2,048	-11%	-$204K	0.02%	244
2021 Q4	$2.06M	Sell	17,867 -470	-3%	-$54.8K	0.03%	199
2021 Q3	$2.06M	Buy	18,337 +4,988	+37%	+$574K	0.03%	165
2021 Q2	$1.51M	Buy	13,349 +130	+1%	+$13.9K	0.03%	155
2021 Q1	$1.35M	Buy	13,219 +3	+0%	+$314	0.03%	140
2020 Q4	$1.36M	Sell	13,216 -242	-2%	-$23K	0.04%	99
2020 Q3	$1.16M	Sell	13,458 -68	-0.5%	-$5.74K	0.04%	87
2020 Q2	$1.07M	Buy	13,526 +4,416	+48%	+$320K	0.03%	87
2020 Q1	$554K	Buy	+9,110	New	+$664K	0.02%	150
2019 Q2	–	Sell	-170	Closed	-$12K	–	989
2019 Q1	$12K	Buy	+170	New	+$10.9K	﹤0.01%	540

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

Allworth Financial's IWP Position: Q2 2026 in Review

Allworth Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 95% in Q2 2026, selling an estimated $18.3M and leaving 6,830 shares worth $1,000K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Allworth Financial first reported a position in IWP in Q1 2019 and has held it in 27 quarters since. The position peaked at $19M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Allworth Financial held 6,830 shares of iShares Russell Mid-Cap Growth ETF worth $1,000K as of Q2 2026.
Allworth Financial sold 132,494 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.3M.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #735 holding.
Allworth Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 27 quarters since.
Allworth Financial's iShares Russell Mid-Cap Growth ETF position peaked at $19M in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.