Avestar Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Avestar Capital’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	$240K	Sell	1,636 -134	-8%	-$18.5K	0.01%	499
2026 Q1	$227K	Buy	1,770 +134	+8%	+$18.1K	0.01%	469
2025 Q4	$224K	Hold	1,636	–	–	0.01%	444
2025 Q3	$233K	Hold	1,636	–	–	0.02%	448
2025 Q2	$227K	Sell	1,636 -2,424	-60%	-$307K	0.02%	441
2025 Q1	$477K	Sell	4,060 -218	-5%	-$28K	0.04%	293
2024 Q4	$383K	Buy	+4,278	New	+$544K	0.03%	336

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Avestar Capital's IWP Position: Q2 2026 in Review

Avestar Capital reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.6% in Q2 2026, selling an estimated $18.5K and leaving 1,636 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #499.

Avestar Capital first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q1 2025. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Avestar Capital held 1,636 shares of iShares Russell Mid-Cap Growth ETF worth $240K as of Q2 2026.
Avestar Capital sold 134 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.5K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #499 holding.
Avestar Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Avestar Capital's iShares Russell Mid-Cap Growth ETF position peaked at $477K in Q1 2025.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.