Atlantic Edge Private Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Atlantic Edge Private Wealth 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	$167K	Hold	1,140	–	–	0.03%	152
2026 Q1	$146K	Hold	1,140	–	–	0.04%	152
2025 Q4	$156K	Hold	1,140	–	–	0.04%	146
2025 Q3	$162K	Hold	1,140	–	–	0.04%	146
2025 Q2	$158K	Hold	1,140	–	–	0.04%	142
2025 Q1	$134K	Hold	1,140	–	–	0.04%	145
2024 Q4	$144K	Hold	1,140	–	–	0.04%	142
2024 Q3	$134K	Hold	1,140	–	–	0.04%	149
2024 Q2	$126K	Hold	1,140	–	–	0.04%	148
2024 Q1	$130K	Hold	1,140	–	–	0.04%	147
2023 Q4	$119K	Buy	+1,140	New	+$108K	0.05%	145

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

Atlantic Edge Private Wealth Management's IWP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,140 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #152.

Atlantic Edge Private Wealth Management first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,140 shares of iShares Russell Mid-Cap Growth ETF worth $167K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #152 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.