Arcadia Wealth Management (New Hampshire)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$744K	Sell	5,083 -27,616	-84%	-$3.81M	0.23%	48
2026 Q1	$4.19M	Buy	32,699 +2,937	+10%	+$397K	1.52%	20
2025 Q4	$4.08M	Sell	29,762 -365	-1%	-$51K	1.52%	20
2025 Q3	$4.29M	Sell	30,127 -2,958	-9%	-$418K	1.7%	16
2025 Q2	$4.59M	Sell	33,085 -617	-2%	-$78.1K	2.01%	13
2025 Q1	$3.96M	Buy	33,702 +620	+2%	+$79.7K	1.95%	14
2024 Q4	$4.19M	Buy	33,082 +906	+3%	+$115K	2.12%	11
2024 Q3	$3.77M	Sell	32,176 -698	-2%	-$78K	1.98%	11
2024 Q2	$3.63M	Sell	32,874 -64	-0.2%	-$7.03K	2.07%	11
2024 Q1	$3.76M	Buy	32,938 +168	+0.5%	+$18.2K	2.31%	11
2023 Q4	$3.42M	Buy	32,770 +2,474	+8%	+$235K	2.38%	11
2023 Q3	$2.77M	Buy	30,296 +791	+3%	+$75.6K	2.16%	13
2023 Q2	$2.85M	Buy	29,505 +2,854	+11%	+$260K	2.1%	13
2023 Q1	$2.43M	Buy	26,651 +1,612	+6%	+$144K	2.01%	15
2022 Q4	$2.09M	Buy	+25,039	New	+$2.11M	1.84%	18

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

Arcadia Wealth Management (New Hampshire)'s IWP Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 84% in Q2 2026, selling an estimated $3.81M and leaving 5,083 shares worth $744K. The position accounts for 0.23% of the portfolio, ranked #48.

Arcadia Wealth Management (New Hampshire) first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.59M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 5,083 shares of iShares Russell Mid-Cap Growth ETF worth $744K as of Q2 2026.
Arcadia Wealth Management (New Hampshire) sold 27,616 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.81M.
iShares Russell Mid-Cap Growth ETF made up 0.23% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #48 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Arcadia Wealth Management (New Hampshire)'s iShares Russell Mid-Cap Growth ETF position peaked at $4.59M in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.