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

AlphaCore Capital’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	$279K	Buy	1,908 +4	+0.2%	+$551	0.01%	952
2026 Q1	$244K	Buy	1,904 +54	+3%	+$7.31K	0.01%	769
2025 Q4	$253K	Buy	1,850 +415	+29%	+$58K	0.01%	884
2025 Q3	$204K	Hold	1,435	–	–	0.01%	699
2025 Q2	$199K	Buy	1,435 +201	+16%	+$25.4K	0.01%	580
2025 Q1	$145K	Buy	+1,234	New	+$159K	0.01%	480
2022 Q1	–	Sell	-100	Closed	-$12K	–	152
2021 Q4	$12K	Buy	+100	New	+$11.7K	0.01%	87

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

AlphaCore Capital's IWP Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.21% in Q2 2026, buying an estimated $551 and bringing the position to 1,908 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #952.

AlphaCore Capital first reported a position in IWP in Q4 2021 and has held it in 7 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

AlphaCore Capital held 1,908 shares of iShares Russell Mid-Cap Growth ETF worth $279K as of Q2 2026.
AlphaCore Capital bought 4 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $551.
iShares Russell Mid-Cap Growth ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #952 holding.
AlphaCore Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 7 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.