Archer Investment Corporation’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Archer Investment Corporation’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	$80.1K	Hold	547	–	–	0.02%	482
2026 Q1	$70.1K	Hold	547	–	–	0.01%	473
2025 Q4	$74.9K	Hold	547	–	–	0.02%	414
2025 Q3	$77.9K	Sell	547 -24	-4%	-$3.39K	0.02%	418
2025 Q2	$79.2K	Sell	571 -22	-4%	-$2.78K	0.02%	412
2025 Q1	$69.7K	Hold	593	–	–	0.02%	417
2024 Q4	$75.2K	Hold	593	–	–	0.02%	391
2024 Q3	$69.6K	Buy	593 +22	+4%	+$2.46K	0.02%	397
2024 Q2	$63K	Hold	571	–	–	0.02%	399
2024 Q1	$65.2K	Hold	571	–	–	0.02%	384
2023 Q4	$59.6K	Hold	571	–	–	0.02%	378
2023 Q3	$52.2K	Hold	571	–	–	0.02%	376
2023 Q2	$55.2K	Buy	571 +30	+6%	+$2.73K	0.02%	366
2023 Q1	$49.3K	Hold	541	–	–	0.02%	389
2022 Q4	$45.2K	Buy	541 +87	+19%	+$7.32K	0.02%	373
2022 Q3	$35.6K	Hold	454	–	–	0.02%	386
2022 Q2	$36K	Hold	454	–	–	0.01%	386
2022 Q1	$43.8K	Hold	454	–	–	0.02%	382
2021 Q4	$52.3K	Hold	454	–	–	0.02%	362
2021 Q3	$50.9K	Buy	+454	New	+$52.2K	0.02%	355
2020 Q2	–	Sell	-1,316	Closed	-$80K	–	658
2020 Q1	$80K	Hold	1,316	–	–	0.05%	203
2019 Q4	$100K	Hold	1,316	–	–	0.05%	213
2019 Q3	$93K	Hold	1,316	–	–	0.06%	198
2019 Q2	$94K	Hold	1,316	–	–	0.06%	207
2019 Q1	$89K	Buy	+1,316	New	+$84.5K	0.06%	212

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

Archer Investment Corporation's IWP Position: Q2 2026 in Review

Archer Investment Corporation held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 547 shares worth $80.1K. The position accounts for 0.02% of the portfolio, ranked #482.

Archer Investment Corporation first reported a position in IWP in Q1 2019 and has held it in 25 quarters since. The position peaked at $100K in Q4 2019. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Archer Investment Corporation held 547 shares of iShares Russell Mid-Cap Growth ETF worth $80.1K as of Q2 2026.
Archer Investment Corporation left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Archer Investment Corporation's portfolio in Q2 2026, its #482 holding.
Archer Investment Corporation first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 25 quarters since.
Archer Investment Corporation's iShares Russell Mid-Cap Growth ETF position peaked at $100K in Q4 2019.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.