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

Avion 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	$36K	Hold	248	–	–	0.01%	288
2026 Q1	$31K	Hold	248	–	–	0.01%	263
2025 Q4	$33K	Hold	248	–	–	0.01%	267
2025 Q3	$35K	Hold	248	–	–	0.01%	258
2025 Q2	$34K	Hold	248	–	–	0.01%	242
2025 Q1	$31K	Hold	248	–	–	0.01%	242
2024 Q4	$31K	Hold	248	–	–	0.01%	242
2024 Q3	$29K	Hold	248	–	–	0.01%	219
2024 Q2	$27K	Hold	248	–	–	0.01%	213
2024 Q1	$29K	Buy	+248	New	+$26.8K	0.01%	196

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

Avion Wealth's IWP Position: Q2 2026 in Review

Avion Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 248 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #288.

Avion Wealth first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Avion Wealth held 248 shares of iShares Russell Mid-Cap Growth ETF worth $36K as of Q2 2026.
Avion 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 Avion Wealth's portfolio in Q2 2026, its #288 holding.
Avion Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.