Apollon Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Apollon Wealth Management’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	$1.18M	Sell	8,053 -188	-2%	-$25.9K	0.01%	667
2026 Q1	$1.06M	Sell	8,241 -2,244	-21%	-$304K	0.02%	588
2025 Q4	$1.44M	Buy	10,485 +2,437	+30%	+$341K	0.02%	460
2025 Q3	$1.15M	Sell	8,048 -3,962	-33%	-$560K	0.02%	530
2025 Q2	$1.67M	Buy	12,010 +280	+2%	+$35.4K	0.03%	405
2025 Q1	$1.38M	Buy	11,730 +5,321	+83%	+$684K	0.03%	419
2024 Q4	$812K	Buy	6,409 +3,569	+126%	+$454K	0.02%	587
2024 Q3	$333K	Sell	2,840 -9	-0.3%	-$1.01K	0.01%	882
2024 Q2	$314K	Sell	2,849 -974	-25%	-$107K	0.01%	845
2024 Q1	$436K	Buy	3,823 +736	+24%	+$79.6K	0.01%	742
2023 Q4	$322K	Buy	+3,087	New	+$293K	0.01%	816
2023 Q3	–	Sell	-2,254	Closed	-$218K	–	948
2023 Q2	$218K	Buy	+2,254	New	+$205K	0.01%	838
2022 Q4	–	Sell	-2,987	Closed	-$234K	–	886
2022 Q3	$234K	Hold	2,987	–	–	0.02%	680
2022 Q2	$237K	Sell	2,987 -1,269	-30%	-$111K	0.02%	634
2022 Q1	$428K	Sell	4,256 -2,022	-32%	-$201K	0.03%	499
2021 Q4	$723K	Buy	6,278 +2,219	+55%	+$259K	0.05%	376
2021 Q3	$455K	Sell	4,059 -44	-1%	-$5.06K	0.06%	287
2021 Q2	$464K	Buy	4,103 +431	+12%	+$46K	0.08%	230
2021 Q1	$375K	Buy	3,672 +804	+28%	+$84.1K	0.07%	234
2020 Q4	$294K	Buy	+2,868	New	+$273K	0.08%	161
2020 Q3	–	Sell	-272	Closed	-$22K	–	422
2020 Q2	$22K	Buy	+272	New	+$19.7K	0.01%	360

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 22.9% 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

Apollon Wealth Management's IWP Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.3% in Q2 2026, selling an estimated $25.9K and leaving 8,053 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #667.

Apollon Wealth Management first reported a position in IWP in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.67M in Q2 2025. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Apollon Wealth Management held 8,053 shares of iShares Russell Mid-Cap Growth ETF worth $1.18M as of Q2 2026.
Apollon Wealth Management sold 188 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $25.9K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #667 holding.
Apollon Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 21 quarters since.
Apollon Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.67M in Q2 2025.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.