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Aventura Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Aventura Private Wealth’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 		$19.8K Hold
135
– – 0.01% 483
2026
Q1 		$17.3K Buy
135
+60
+80% +$8.12K 0.01% 467
2025
Q4 		$10.3K Hold
75
– – ﹤0.01% 502
2025
Q3 		$10.7K Hold
75
– – ﹤0.01% 485
2025
Q2 		$10.4K Hold
75
– – ﹤0.01% 459
2025
Q1 		$8.81K Hold
75
– – ﹤0.01% 461
2024
Q4 		$9.51K Buy
+75
New +$9.53K 0.01% 438

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 22.96% 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

Aventura Private Wealth's IWP Position: Q2 2026 in Review

Aventura Private Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 135 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #483.

Aventura Private Wealth first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Aventura Private Wealth held 135 shares of iShares Russell Mid-Cap Growth ETF worth $19.8K as of Q2 2026.
  • Aventura Private Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #483 holding.
  • Aventura Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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