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Arcadia Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Arcadia Investment 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 		$162K Hold
1,105
– – 0.07% 49
2026
Q1 		$142K Hold
1,105
– – 0.07% 47
2025
Q4 		$151K Sell
1,105
-35
-3% -$4.89K 0.07% 45
2025
Q3 		$162K Sell
1,140
-95
-8% -$13.4K 0.08% 44
2025
Q2 		$171K Hold
1,235
– – 0.09% 39
2025
Q1 		$145K Hold
1,235
– – 0.08% 39
2024
Q4 		$157K Hold
1,235
– – 0.09% 38
2024
Q3 		$145K Hold
1,235
– – 0.08% 39
2024
Q2 		$136K Sell
1,235
-88
-7% -$9.67K 0.08% 39
2024
Q1 		$151K Sell
1,323
-178
-12% -$19.3K 0.09% 39
2023
Q4 		$157K Sell
1,501
-60
-4% -$5.69K 0.09% 38
2023
Q3 		$143K Sell
1,561
-78
-5% -$7.46K 0.09% 40
2023
Q2 		$158K Hold
1,639
– – 0.1% 39
2023
Q1 		$149K Sell
1,639
-116
-7% -$10.4K 0.1% 39
2022
Q4 		$147K Sell
1,755
-410
-19% -$34.5K 0.1% 39
2022
Q3 		$170K Sell
2,165
-346
-14% -$29.8K 0.13% 36
2022
Q2 		$199K Sell
2,511
-1,790
-42% -$156K 0.15% 36
2022
Q1 		$432K Sell
4,301
-339
-7% -$33.8K 0.26% 31
2021
Q4 		$535K Sell
4,640
-169
-4% -$19.7K 0.27% 30
2021
Q3 		$539K Sell
4,809
-58
-1% -$6.67K 0.29% 30
2021
Q2 		$551K Sell
4,867
-596
-11% -$63.7K 0.29% 28
2021
Q1 		$558K Sell
5,463
-5,737
-51% -$600K 0.31% 28
2020
Q4 		$1.15M Sell
11,200
-42,920
-79% -$4.08M 0.66% 23
2020
Q3 		$4.68M Sell
54,120
-3,622
-6% -$306K 2.99% 17
2020
Q2 		$4.57M Buy
57,742
+5,622
+11% +$408K 3.1% 17
2020
Q1 		$3.17M Sell
52,120
-686
-1% -$50K 2.52% 17
2019
Q4 		$4.03M Sell
52,806
-1,224
-2% -$89.7K 2.65% 16
2019
Q3 		$3.82M Buy
54,030
+4,602
+9% +$331K 2.58% 17
2019
Q2 		$3.52M Buy
49,428
+36,794
+291% +$2.56M 2.39% 17
2019
Q1 		$857K Buy
+12,634
New +$811K 0.65% 25

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Arcadia Investment Advisors's IWP Position: Q2 2026 in Review

Arcadia Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,105 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #49.

Arcadia Investment Advisors first reported a position in IWP in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.68M in Q3 2020. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Arcadia Investment Advisors held 1,105 shares of iShares Russell Mid-Cap Growth ETF worth $162K as of Q2 2026.
  • Arcadia Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Arcadia Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Arcadia Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Arcadia Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4.68M in Q3 2020.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.