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

Auxano 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 		$203K Buy
+1,389
New +$191K 0.04% 203
2025
Q1 		– Sell
-1,803
Closed -$229K – 167
2024
Q4 		$229K Hold
1,803
– – 0.06% 152
2024
Q3 		$211K Buy
+1,803
New +$202K 0.05% 153

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 22.9% 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

Auxano Advisors's IWP Position: Q2 2026 in Review

Auxano Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,389 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #203 among its holdings. This is a return to the name: Auxano Advisors previously reported a position in IWP as recently as Q4 2024.

Auxano Advisors first reported a position in IWP in Q3 2024 and has held it in 3 quarters since. The position peaked at $229K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Auxano Advisors held 1,389 shares of iShares Russell Mid-Cap Growth ETF worth $203K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Auxano Advisors position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Auxano Advisors's portfolio in Q2 2026, its #203 holding.
  • Auxano Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Auxano Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $229K in Q4 2024.
  • 1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.