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Avantax Planning Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Avantax Planning Partners’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 		$15.7M Sell
107,070
-4,719
-4% -$650K 0.39% 42
2026
Q1 		$14.3M Sell
111,789
-2,599
-2% -$352K 0.39% 41
2025
Q4 		$15.7M Sell
114,388
-2,593
-2% -$362K 0.44% 35
2025
Q3 		$16.7M Sell
116,981
-6,586
-5% -$931K 0.48% 33
2025
Q2 		$17.1M Sell
123,567
-21,236
-15% -$2.69M 0.54% 32
2025
Q1 		$17M Buy
144,803
+68,905
+91% +$8.86M 0.6% 27
2024
Q4 		$9.62M Buy
75,898
+727
+1% +$92.4K 0.35% 45
2024
Q3 		$8.82M Sell
75,171
-54,819
-42% -$6.13M 0.32% 53
2024
Q2 		$14.3M Sell
129,990
-142,420
-52% -$15.6M 0.46% 33
2024
Q1 		$31.1M Buy
272,410
+63
+0% +$6.82K 1.01% 17
2023
Q4 		$28.4M Buy
272,347
+26,454
+11% +$2.51M 1.08% 18
2023
Q3 		$22.5M Buy
245,893
+6,388
+3% +$611K 0.94% 20
2023
Q2 		$23.1M Buy
239,505
+12,436
+5% +$1.13M 0.92% 21
2023
Q1 		$20.7M Buy
227,069
+11,353
+5% +$1.01M 0.84% 24
2022
Q4 		$18M Buy
215,716
+32,136
+18% +$2.7M 0.72% 26
2022
Q3 		$14.4M Buy
183,580
+32,933
+22% +$2.83M 0.65% 24
2022
Q2 		$11.9M Buy
150,647
+4,714
+3% +$411K 0.51% 29
2022
Q1 		$14.7M Buy
145,933
+13,276
+10% +$1.32M 0.58% 22
2021
Q4 		$15.3M Buy
132,657
+25,992
+24% +$3.03M 0.63% 15
2021
Q3 		$12M Buy
106,665
+7,734
+8% +$890K 0.55% 16
2021
Q2 		$11.2M Buy
98,931
+17,841
+22% +$1.91M 0.53% 15
2021
Q1 		$8.28M Buy
81,090
+9,465
+13% +$990K 0.43% 23
2020
Q4 		$7.35M Buy
71,625
+831
+1% +$79.1K 0.38% 20
2020
Q3 		$6.12M Buy
70,794
+46,582
+192% +$3.93M 0.32% 25
2020
Q2 		$1.91M Buy
24,212
+12,704
+110% +$921K 0.11% 79
2020
Q1 		$700K Buy
11,508
+3,472
+43% +$253K 0.05% 127
2019
Q4 		$613K Sell
8,036
-64
-0.8% -$4.69K 0.04% 148
2019
Q3 		$572K Hold
8,100
– – 0.04% 152
2019
Q2 		$585K Buy
8,100
+286
+4% +$19.9K 0.04% 152
2019
Q1 		$530K Hold
7,814
– – 0.04% 156
2018
Q4 		$444K Buy
7,814
+6,604
+546% +$402K 0.03% 157
2018
Q3 		$82K Buy
+1,210
New +$80.4K 0.01% 385
2018
Q2 		– Sell
-1,264
Closed -$78K – 844
2018
Q1 		$78K Buy
+1,264
New +$78.9K 0.01% 446

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Avantax Planning Partners's IWP Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.2% in Q2 2026, selling an estimated $650K and leaving 107,070 shares worth $15.7M. The position accounts for 0.39% of the portfolio, ranked #42.

Avantax Planning Partners first reported a position in IWP in Q1 2018 and has held it in 33 quarters since. The position peaked at $31.1M in Q1 2024. 552 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Avantax Planning Partners held 107,070 shares of iShares Russell Mid-Cap Growth ETF worth $15.7M as of Q2 2026.
  • Avantax Planning Partners sold 4,719 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $650K.
  • iShares Russell Mid-Cap Growth ETF made up 0.39% of Avantax Planning Partners's portfolio in Q2 2026, its #42 holding.
  • Avantax Planning Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Avantax Planning Partners's iShares Russell Mid-Cap Growth ETF position peaked at $31.1M in Q1 2024.
  • 552 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.