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

Amplius 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	$366K	Sell	2,500 -16	-0.6%	-$2.21K	0.03%	153
2026 Q1	$322K	Buy	2,516 +278	+12%	+$37.6K	0.03%	141
2025 Q4	$306K	Buy	2,238 +2	+0.1%	+$280	0.03%	140
2025 Q3	$318K	Sell	2,236 -474	-17%	-$67K	0.03%	136
2025 Q2	$376K	Hold	2,710	–	–	0.04%	138
2025 Q1	$318K	Sell	2,710 -3	-0.1%	-$386	0.03%	134
2024 Q4	$344K	Sell	2,713 -22	-0.8%	-$2.8K	0.04%	126
2024 Q3	$321K	Buy	2,735 +212	+8%	+$23.7K	0.04%	122
2024 Q2	$278K	Sell	2,523 -90	-3%	-$9.89K	0.03%	137
2024 Q1	$298K	Sell	2,613 -14	-0.5%	-$1.51K	0.03%	128
2023 Q4	$274K	Sell	2,627 -63	-2%	-$5.97K	0.03%	133
2023 Q3	$246K	Sell	2,690 -20	-0.7%	-$1.91K	0.03%	134
2023 Q2	$262K	Sell	2,710 -2,664	-50%	-$243K	0.04%	131
2023 Q1	$489K	Sell	5,374 -150	-3%	-$13.4K	0.07%	96
2022 Q4	$462K	Buy	+5,524	New	+$465K	0.07%	96
2022 Q1	–	Sell	-330	Closed	-$38K	–	537
2021 Q4	$38K	Buy	+330	New	+$38.5K	0.01%	373

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

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

Amplius Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.64% in Q2 2026, selling an estimated $2.21K and leaving 2,500 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #153.

Amplius Wealth Advisors first reported a position in IWP in Q4 2021 and has held it in 16 quarters since. The position peaked at $489K in Q1 2023. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Amplius Wealth Advisors held 2,500 shares of iShares Russell Mid-Cap Growth ETF worth $366K as of Q2 2026.
Amplius Wealth Advisors sold 16 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.21K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Amplius Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Amplius Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $489K in Q1 2023.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.