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

American 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	$1.9M	Sell	12,977 -6	-0%	-$827	1.78%	12
2026 Q1	$1.66M	Sell	12,983 -479	-4%	-$64.8K	1.73%	13
2025 Q4	$1.84M	Sell	13,462 -256	-2%	-$35.8K	1.81%	12
2025 Q3	$1.95M	Buy	+13,718	New	+$1.94M	1.93%	10

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

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

American Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.05% in Q2 2026, selling an estimated $827 and leaving 12,977 shares worth $1.9M. The position accounts for 1.78% of the portfolio, ranked #12.

American Wealth Advisors first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

American Wealth Advisors held 12,977 shares of iShares Russell Mid-Cap Growth ETF worth $1.9M as of Q2 2026.
American Wealth Advisors sold 6 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $827.
iShares Russell Mid-Cap Growth ETF made up 1.78% of American Wealth Advisors's portfolio in Q2 2026, its #12 holding.
American Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
American Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.95M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.