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

Arkadios 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
Q2 		$3.7M Sell
25,305
-1,951
-7% -$269K 0.06% 339
2026
Q1 		$3.49M Sell
27,256
-891
-3% -$121K 0.06% 343
2025
Q4 		$3.85M Buy
28,147
+5,646
+25% +$789K 0.07% 272
2025
Q3 		$3.2M Buy
22,501
+409
+2% +$57.8K 0.08% 273
2025
Q2 		$3.06M Sell
22,092
-586
-3% -$74.1K 0.09% 244
2025
Q1 		$2.66M Buy
22,678
+2,876
+15% +$370K 0.1% 231
2024
Q4 		$2.51M Sell
19,802
-366
-2% -$46.5K 0.14% 144
2024
Q3 		$2.37M Buy
20,168
+7,599
+60% +$850K 0.13% 157
2024
Q2 		$1.39M Buy
12,569
+1,512
+14% +$166K 0.09% 219
2024
Q1 		$1.26M Buy
11,057
+720
+7% +$77.9K 0.1% 196
2023
Q4 		$1.08M Sell
10,337
-916
-8% -$86.8K 0.09% 210
2023
Q3 		$1.03M Sell
11,253
-205
-2% -$19.6K 0.1% 206
2023
Q2 		$1.11M Sell
11,458
-502
-4% -$45.7K 0.13% 168
2023
Q1 		$1.09M Sell
11,960
-756
-6% -$67.5K 0.13% 173
2022
Q4 		$1.06M Buy
12,716
+1,610
+14% +$136K 0.14% 161
2022
Q3 		$871K Buy
11,106
+5,822
+110% +$501K 0.13% 178
2022
Q2 		$419K Buy
5,284
+881
+20% +$76.7K 0.06% 321
2022
Q1 		$443K Sell
4,403
-229
-5% -$22.8K 0.06% 339
2021
Q4 		$534K Sell
4,632
-46
-1% -$5.36K 0.07% 313
2021
Q3 		$524K Sell
4,678
-12,731
-73% -$1.46M 0.08% 281
2021
Q2 		$1.97M Sell
17,409
-1,212
-7% -$129K 0.24% 114
2021
Q1 		$1.9M Sell
18,621
-1,649
-8% -$172K 0.31% 80
2020
Q4 		$2.08M Buy
20,270
+13,152
+185% +$1.25M 0.44% 61
2020
Q3 		$658K Hold
7,118
– – 0.33% 64
2020
Q2 		$575K Buy
7,118
+6,966
+4,583% +$505K 0.32% 66
2020
Q1 		$9.24K Hold
152
– – 0.01% 656
2019
Q4 		$12.3K Buy
+152
New +$11.1K 0.01% 546

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Arkadios Wealth Advisors's IWP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.2% in Q2 2026, selling an estimated $269K and leaving 25,305 shares worth $3.7M. The position accounts for 0.06% of the portfolio, ranked #339.

Arkadios Wealth Advisors first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.85M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Arkadios Wealth Advisors held 25,305 shares of iShares Russell Mid-Cap Growth ETF worth $3.7M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,951 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $269K.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #339 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.85M in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.