Avantax Planning Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
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
FCAS
CCWM
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. 1,220 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.
- 1,220 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.