AWM
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Atticus Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Atticus 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 		$1.09M Sell
7,417
-69
-0.9% -$9.51K 0.26% 63
2026
Q1 		$959K Sell
7,486
-229
-3% -$31K 0.26% 62
2025
Q4 		$1.06M Buy
7,715
+206
+3% +$28.8K 0.26% 61
2025
Q3 		$1.07M Sell
7,509
-68
-0.9% -$9.61K 0.27% 57
2025
Q2 		$1.05M Buy
7,577
+7
+0.1% +$886 0.28% 50
2025
Q1 		$889K Sell
7,570
-782
-9% -$101K 0.29% 46
2024
Q4 		$1.06M Sell
8,352
-263
-3% -$33.4K 0.33% 41
2024
Q3 		$1.01M Sell
8,615
-591
-6% -$66.1K 0.32% 41
2024
Q2 		$1.02M Sell
9,206
-1,564
-15% -$172K 0.33% 38
2024
Q1 		$1.23M Sell
10,770
-217
-2% -$23.5K 0.4% 35
2023
Q4 		$1.15M Sell
10,987
-1,382
-11% -$131K 0.4% 34
2023
Q3 		$1.13M Sell
12,369
-124
-1% -$11.9K 0.43% 34
2023
Q2 		$1.21M Sell
12,493
-61
-0.5% -$5.56K 0.44% 35
2023
Q1 		$1.14M Sell
12,554
-1,908
-13% -$170K 0.44% 36
2022
Q4 		$1.21M Buy
+14,462
New +$1.22M 0.5% 35
2022
Q3 		– Sell
-15,473
Closed -$1.23M – 594
2022
Q2 		$1.23M Sell
15,473
-130
-0.8% -$11.3K 0.51% 41
2022
Q1 		$1.57M Buy
15,603
+12
+0.1% +$1.2K 0.57% 37
2021
Q4 		$1.8M Sell
15,591
-38
-0.2% -$4.43K 0.7% 31
2021
Q3 		$1.75M Sell
15,629
-740
-5% -$85.1K 0.77% 28
2021
Q2 		$1.85M Buy
16,369
+10
+0.1% +$1.07K 0.81% 31
2021
Q1 		$1.67M Sell
16,359
-194
-1% -$20.3K 0.8% 33
2020
Q4 		$1.7M Sell
16,553
-91
-0.5% -$8.66K 0.86% 29
2020
Q3 		$1.44M Buy
16,644
+54
+0.3% +$4.56K 0.86% 26
2020
Q2 		$1.31M Sell
16,590
-5,808
-26% -$421K 0.87% 28
2020
Q1 		$1.36M Sell
22,398
-6,632
-23% -$483K 1.1% 23
2019
Q4 		$2.21M Buy
+29,030
New +$2.13M 1.41% 22

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Atticus Wealth Management's IWP Position: Q2 2026 in Review

Atticus Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.92% in Q2 2026, selling an estimated $9.51K and leaving 7,417 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #63.

Atticus Wealth Management first reported a position in IWP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.21M in Q4 2019. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Atticus Wealth Management held 7,417 shares of iShares Russell Mid-Cap Growth ETF worth $1.09M as of Q2 2026.
  • Atticus Wealth Management sold 69 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.51K.
  • iShares Russell Mid-Cap Growth ETF made up 0.26% of Atticus Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Atticus Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Atticus Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.21M in Q4 2019.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.