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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
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
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

Argent Advisors's IWP Position: Q1 2026 in Review

Argent Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,650 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #139.

Argent Advisors first reported a position in IWP in Q1 2020 and has held it in 25 quarters since. The position peaked at $812K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Argent Advisors held 2,650 shares of iShares Russell Mid-Cap Growth ETF worth $340K as of Q1 2026.
  • Argent Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.09% of Argent Advisors's portfolio in Q1 2026, its #139 holding.
  • Argent Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Argent Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $812K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.