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

Argent 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	$388K	Hold	2,650	–	–	0.1%	142
2026 Q1	$340K	Hold	2,650	–	–	0.09%	139
2025 Q4	$363K	Hold	2,650	–	–	0.1%	130
2025 Q3	$377K	Sell	2,650 -150	-5%	-$21.2K	0.11%	120
2025 Q2	$388K	Sell	2,800 -70	-2%	-$8.86K	0.12%	120
2025 Q1	$337K	Hold	2,870	–	–	0.11%	121
2024 Q4	$364K	Sell	2,870 -3,960	-58%	-$503K	0.13%	109
2024 Q3	$801K	Sell	6,830 -30	-0.4%	-$3.35K	0.3%	84
2024 Q2	$757K	Sell	6,860 -250	-4%	-$27.5K	0.3%	83
2024 Q1	$812K	Sell	7,110 -250	-3%	-$27K	0.32%	78
2023 Q4	$769K	Buy	7,360 +940	+15%	+$89.1K	0.34%	73
2023 Q3	$586K	Buy	6,420 +600	+10%	+$57.4K	0.27%	81
2023 Q2	$562K	Buy	5,820 +2,340	+67%	+$213K	0.26%	82
2023 Q1	$317K	Sell	3,480 -1,890	-35%	-$169K	0.15%	104
2022 Q4	$449K	Hold	5,370	–	–	0.23%	89
2022 Q3	$421K	Buy	5,370 +1,930	+56%	+$166K	0.25%	89
2022 Q2	$273K	Sell	3,440 -990	-22%	-$86.2K	0.15%	107
2022 Q1	$445K	Buy	4,430 +1,580	+55%	+$157K	0.24%	96
2021 Q4	$328K	Hold	2,850	–	–	0.18%	104
2021 Q3	$319K	Buy	2,850 +48	+2%	+$5.52K	0.18%	102
2021 Q2	$317K	Hold	2,802	–	–	0.19%	103
2021 Q1	$286K	Sell	2,802 -450	-14%	-$47.1K	0.18%	111
2020 Q4	$334K	Hold	3,252	–	–	0.2%	109
2020 Q3	$281K	Sell	3,252 -60	-2%	-$5.06K	0.19%	111
2020 Q2	$261K	Sell	3,312 -818	-20%	-$59.3K	0.2%	108
2020 Q1	$251K	Buy	+4,130	New	+$301K	0.25%	97

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

Argent Advisors's IWP Position: Q2 2026 in Review

Argent Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,650 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #142.

Argent Advisors first reported a position in IWP in Q1 2020 and has held it in 26 quarters since. The position peaked at $812K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Argent Advisors held 2,650 shares of iShares Russell Mid-Cap Growth ETF worth $388K as of Q2 2026.
Argent Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Argent Advisors's portfolio in Q2 2026, its #142 holding.
Argent Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
Argent Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $812K in Q1 2024.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.