Annex Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Annex Advisory Services’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	$980K	Buy	6,696 +91	+1%	+$12.5K	0.02%	195
2026 Q1	$846K	Buy	6,605 +135	+2%	+$18.3K	0.02%	202
2025 Q4	$886K	Buy	6,470 +3	+0%	+$419	0.02%	189
2025 Q3	$921K	Buy	6,467 +252	+4%	+$35.6K	0.02%	170
2025 Q2	$862K	Buy	6,215 +2,263	+57%	+$286K	0.02%	171
2025 Q1	$464K	Hold	3,952	–	–	0.01%	222
2024 Q4	$501K	Sell	3,952 -152	-4%	-$19.3K	0.02%	212
2024 Q3	$481K	Buy	4,104 +412	+11%	+$46.1K	0.02%	187
2024 Q2	$407K	Buy	3,692 +152	+4%	+$16.7K	0.01%	198
2024 Q1	$404K	Buy	+3,540	New	+$383K	0.01%	199

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Annex Advisory Services's IWP Position: Q2 2026 in Review

Annex Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 6,696 shares worth $980K. The position accounts for 0.02% of the portfolio, ranked #195.

Annex Advisory Services first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 262 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Annex Advisory Services held 6,696 shares of iShares Russell Mid-Cap Growth ETF worth $980K as of Q2 2026.
Annex Advisory Services bought 91 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.5K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Annex Advisory Services's portfolio in Q2 2026, its #195 holding.
Annex Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
262 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.