Aptus Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Aptus Capital 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	$202K	Buy	1,380 +1,046	+313%	+$144K	﹤0.01%	1114
2026 Q1	$42.8K	Sell	334 -313	-48%	-$42.4K	﹤0.01%	1291
2025 Q4	$88.6K	Sell	647 -538	-45%	-$75.2K	﹤0.01%	1202
2025 Q3	$169K	Buy	1,185 +817	+222%	+$115K	﹤0.01%	1011
2025 Q2	$51K	Sell	368 -7	-2%	-$886	﹤0.01%	1180
2025 Q1	$44.1K	Sell	375 -44	-11%	-$5.66K	﹤0.01%	1123
2024 Q4	$53.1K	Sell	419 -84	-17%	-$10.7K	﹤0.01%	1099
2024 Q3	$59K	Buy	503 +258	+105%	+$28.8K	﹤0.01%	912
2024 Q2	$27K	Sell	245 -758	-76%	-$83.3K	﹤0.01%	951
2024 Q1	$114K	Buy	1,003 +184	+22%	+$19.9K	﹤0.01%	808
2023 Q4	$85.6K	Sell	819 -202	-20%	-$19.1K	﹤0.01%	627
2023 Q3	$93.3K	Buy	1,021 +233	+30%	+$22.3K	﹤0.01%	627
2023 Q2	$76.1K	Sell	788 -1,003	-56%	-$91.4K	﹤0.01%	543
2023 Q1	$163K	Buy	1,791 +791	+79%	+$70.6K	﹤0.01%	486
2022 Q4	$83.6K	Hold	1,000	–	–	﹤0.01%	546
2022 Q3	$78K	Buy	1,000 +454	+83%	+$39.1K	﹤0.01%	515
2022 Q2	$43K	Buy	+546	New	+$47.5K	﹤0.01%	481
2020 Q4	–	Sell	-138	Closed	-$11K	–	499
2020 Q3	$11K	Sell	138 -2,372	-95%	-$200K	﹤0.01%	410
2020 Q2	$198K	Sell	2,510 -482	-16%	-$35K	0.01%	262
2020 Q1	$181K	Buy	2,992 +126	+4%	+$9.18K	0.02%	269
2019 Q4	$218K	Hold	2,866	–	–	0.02%	335
2019 Q3	$202K	Sell	2,866 -350	-11%	-$25.2K	0.01%	356
2019 Q2	$229K	Hold	3,216	–	–	0.03%	307
2019 Q1	$218K	Buy	+3,216	New	+$206K	0.04%	290

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

Aptus Capital Advisors's IWP Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 313% in Q2 2026, buying an estimated $144K and bringing the position to 1,380 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Aptus Capital Advisors first reported a position in IWP in Q1 2019 and has held it in 24 quarters since. The position peaked at $229K in Q2 2019. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Aptus Capital Advisors held 1,380 shares of iShares Russell Mid-Cap Growth ETF worth $202K as of Q2 2026.
Aptus Capital Advisors bought 1,046 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $144K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1114 holding.
Aptus Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 24 quarters since.
Aptus Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $229K in Q2 2019.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.