Athena Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Athena Investment Management’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	–	Sell	-1,590	Closed	-$204K	–	145
2026 Q1	$204K	Hold	1,590	–	–	0.11%	152
2025 Q4	$218K	Hold	1,590	–	–	0.11%	147
2025 Q3	$226K	Hold	1,590	–	–	0.12%	145
2025 Q2	$221K	Buy	+1,590	New	+$201K	0.12%	143
2025 Q1	–	Sell	-1,624	Closed	-$206K	–	151
2024 Q4	$206K	Buy	+1,624	New	+$206K	0.12%	149

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

Athena Investment Management's IWP Position: Q2 2026 in Review

Athena Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 1,590 shares — an estimated $204K sold.

Athena Investment Management first reported a position in IWP in Q4 2024 and held it in 5 quarters. The position peaked at $226K in Q3 2025. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Athena Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Athena Investment Management sold 1,590 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $204K.
Athena Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 5 quarters.
Athena Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $226K in Q3 2025.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.