Avantax Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Avantax Advisory Services's IWP Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.8% in Q2 2025, buying an estimated $308K and bringing the position to 89,685 shares worth $12.4M. The position accounts for 0.07% of the portfolio, ranked #217.

Avantax Advisory Services first reported a position in IWP in Q4 2019 and has held it in 23 quarters since. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

• Avantax Advisory Services held 89,685 shares of iShares Russell Mid-Cap Growth ETF worth $12.4M as of Q2 2025.
• Avantax Advisory Services bought 2,437 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $308K.
• iShares Russell Mid-Cap Growth ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #217 holding.
• Avantax Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
• 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.