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

Alta Wealth 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	$222K	Buy	+1,514	New	+$209K	0.06%	159
2026 Q1	–	Sell	-1,512	Closed	-$207K	–	170
2025 Q4	$207K	Buy	1,512 +1	+0.1%	+$140	0.07%	160
2025 Q3	$215K	Hold	1,511	–	–	0.08%	147
2025 Q2	$210K	Buy	+1,511	New	+$191K	0.1%	113

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

Alta Wealth Advisors's IWP Position: Q2 2026 in Review

Alta Wealth Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,514 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #159 among its holdings. This is a return to the name: Alta Wealth Advisors previously reported a position in IWP as recently as Q4 2025.

Alta Wealth Advisors first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Alta Wealth Advisors held 1,514 shares of iShares Russell Mid-Cap Growth ETF worth $222K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Alta Wealth Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Alta Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Alta Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.