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Arete Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Arete Wealth 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
Q1 		– Sell
-1,951
Closed -$267K – 525
2025
Q4 		$267K Buy
1,951
+171
+10% +$23.9K 0.02% 629
2025
Q3 		$253K Buy
+1,780
New +$252K 0.02% 653
2024
Q3 		– Sell
-3,314
Closed -$366K – 765
2024
Q2 		$366K Buy
+3,314
New +$364K 0.03% 479
2024
Q1 		– Sell
-3,187
Closed -$333K – 549
2023
Q4 		$333K Buy
3,187
+32
+1% +$3.03K 0.03% 525
2023
Q3 		$288K Sell
3,155
-59
-2% -$5.64K 0.05% 353
2023
Q2 		$311K Buy
3,214
+651
+25% +$59.3K 0.03% 488
2023
Q1 		$233K Buy
+2,563
New +$229K 0.02% 541
2021
Q4 		– Sell
-2,231
Closed -$250K – 517
2021
Q3 		$250K Buy
+2,231
New +$257K 0.03% 360
2019
Q3 		– Sell
-3,134
Closed -$223K – 427
2019
Q2 		$223K Buy
+3,134
New +$218K 0.04% 346
2019
Q1 		– Sell
-7,102
Closed -$404K – 399
2018
Q4 		$404K Buy
7,102
+1,598
+29% +$97.2K 0.1% 222
2018
Q3 		$373K Buy
5,504
+666
+14% +$44.3K 0.08% 231
2018
Q2 		$307K Buy
4,838
+390
+9% +$24.5K 0.07% 264
2018
Q1 		$273K Sell
4,448
-134
-3% -$8.37K 0.09% 254
2017
Q4 		$276K Buy
4,582
+1,020
+29% +$60K 0.09% 253
2017
Q3 		$202K Buy
+3,562
New +$195K 0.08% 254

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Arete Wealth Advisors's IWP Position: Q1 2026 in Review

Arete Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,951 shares — an estimated $267K sold.

Arete Wealth Advisors first reported a position in IWP in Q3 2017 and held it in 15 quarters. The position peaked at $404K in Q4 2018. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Arete Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,951 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $267K.
  • Arete Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 15 quarters.
  • Arete Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $404K in Q4 2018.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.