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

Avior Wealth Management’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	$3.22M	Sell	22,109 -2,274	-9%	-$313K	0.08%	194
2026 Q1	$3.11M	Buy	24,383 +271	+1%	+$36.7K	0.09%	187
2025 Q4	$3.29M	Sell	24,112 -1,794	-7%	-$251K	0.1%	150
2025 Q3	$3.68M	Buy	25,906 +354	+1%	+$50K	0.12%	133
2025 Q2	$3.53M	Sell	25,552 -327	-1%	-$41.4K	0.12%	134
2025 Q1	$3.03M	Sell	25,879 -854	-3%	-$110K	0.12%	139
2024 Q4	$3.38M	Buy	26,733 +1,684	+7%	+$214K	0.12%	131
2024 Q3	$2.93M	Sell	25,049 -7,163	-22%	-$801K	0.12%	138
2024 Q2	$3.54M	Sell	32,212 -57,056	-64%	-$6.27M	0.15%	116
2024 Q1	$10.2M	Sell	89,268 -35,616	-29%	-$3.85M	0.47%	42
2023 Q4	$13M	Sell	124,884 -5,248	-4%	-$497K	0.79%	29
2023 Q3	$11.9M	Buy	130,132 +1,203	+0.9%	+$115K	0.8%	29
2023 Q2	$12.4M	Sell	128,929 -11,354	-8%	-$1.03M	0.81%	29
2023 Q1	$12.8M	Buy	140,283 +3,715	+3%	+$332K	0.88%	26
2022 Q4	$11.4M	Sell	136,568 -13,725	-9%	-$1.16M	0.86%	26
2022 Q3	$11.8M	Buy	150,293 +147,011	+4,479%	+$12.7M	0.97%	23
2022 Q2	$252K	Buy	3,282 +125	+4%	+$10.9K	0.03%	385
2022 Q1	$317K	Buy	3,157 +180	+6%	+$17.9K	0.03%	375
2021 Q4	$343K	Buy	2,977 +53	+2%	+$6.18K	0.03%	375
2021 Q3	$327K	Sell	2,924 -66	-2%	-$7.59K	0.03%	370
2021 Q2	$338K	Buy	2,990 +171	+6%	+$18.3K	0.03%	351
2021 Q1	$287K	Sell	2,819 -652	-19%	-$68.2K	0.03%	366
2020 Q4	$356K	Buy	3,471 +833	+32%	+$79.3K	0.04%	327
2020 Q3	$228K	Buy	2,638 +424	+19%	+$35.8K	0.03%	361
2020 Q2	$175K	Buy	2,214 +1,306	+144%	+$94.7K	0.03%	390
2020 Q1	$55K	Buy	908 +808	+808%	+$58.9K	0.01%	447
2019 Q4	$7K	Buy	+100	New	+$7.33K	﹤0.01%	634
2018 Q3	–	Sell	-54	Closed	-$3K	–	750
2018 Q2	$3K	Hold	54	–	–	﹤0.01%	693
2018 Q1	$3K	Buy	+54	New	+$3.37K	﹤0.01%	666

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

Avior Wealth Management's IWP Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 9.3% in Q2 2026, selling an estimated $313K and leaving 22,109 shares worth $3.22M. The position accounts for 0.08% of the portfolio, ranked #194.

Avior Wealth Management first reported a position in IWP in Q1 2018 and has held it in 29 quarters since. The position peaked at $13M in Q4 2023. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Avior Wealth Management held 22,109 shares of iShares Russell Mid-Cap Growth ETF worth $3.22M as of Q2 2026.
Avior Wealth Management sold 2,274 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $313K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #194 holding.
Avior Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 29 quarters since.
Avior Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $13M in Q4 2023.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.