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Ashton Thomas Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ashton Thomas Private Wealth’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 		$3.35M Sell
22,890
-992
-4% -$137K 0.07% 274
2026
Q1 		$3.06M Sell
23,882
-1,424
-6% -$193K 0.07% 273
2025
Q4 		$3.47M Sell
25,306
-1,852
-7% -$259K 0.08% 230
2025
Q3 		$3.87M Buy
27,158
+13,060
+93% +$1.85M 0.1% 214
2025
Q2 		$1.96M Buy
14,098
+6,863
+95% +$868K 0.07% 289
2025
Q1 		$850K Buy
7,235
+322
+5% +$41.4K 0.03% 416
2024
Q4 		$876K Buy
6,913
+117
+2% +$14.9K 0.03% 409
2024
Q3 		$797K Hold
6,796
– – 0.04% 357
2024
Q2 		$750K Sell
6,796
-66
-1% -$7.25K 0.04% 349
2024
Q1 		$783K Sell
6,862
-32
-0.5% -$3.46K 0.04% 344
2023
Q4 		$720K Buy
6,894
+546
+9% +$51.8K 0.05% 351
2023
Q3 		$580K Sell
6,348
-432
-6% -$41.3K 0.04% 373
2023
Q2 		$655K Buy
6,780
+166
+3% +$15.1K 0.05% 354
2023
Q1 		$602K Buy
6,614
+4
+0.1% +$357 0.05% 339
2022
Q4 		$553K Sell
6,610
-618
-9% -$52K 0.05% 332
2022
Q3 		$567K Sell
7,228
-2,387
-25% -$205K 0.06% 307
2022
Q2 		$762K Buy
9,615
+632
+7% +$55K 0.08% 242
2022
Q1 		$903K Buy
8,983
+571
+7% +$56.9K 0.08% 263
2021
Q4 		$969K Buy
8,412
+1,710
+26% +$199K 0.09% 240
2021
Q3 		$751K Buy
6,702
+3,025
+82% +$348K 0.11% 208
2021
Q2 		$416K Buy
+3,677
New +$393K 0.06% 259
2021
Q1 		– Sell
-5,141
Closed -$528K – 314
2020
Q4 		$528K Buy
+5,141
New +$489K 0.1% 227

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

Ashton Thomas Private Wealth's IWP Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.2% in Q2 2026, selling an estimated $137K and leaving 22,890 shares worth $3.35M. The position accounts for 0.07% of the portfolio, ranked #274.

Ashton Thomas Private Wealth first reported a position in IWP in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.87M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Ashton Thomas Private Wealth held 22,890 shares of iShares Russell Mid-Cap Growth ETF worth $3.35M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 992 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $137K.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #274 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Ashton Thomas Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $3.87M in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.