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

Axis Wealth Partners’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	$200K	Buy	+1,369	New	+$189K	0.1%	182
2026 Q1	–	Sell	-1,618	Closed	-$222K	–	176
2025 Q4	$222K	Sell	1,618 -35	-2%	-$4.89K	0.12%	157
2025 Q3	$235K	Sell	1,653 -22	-1%	-$3.11K	0.14%	149
2025 Q2	$232K	Sell	1,675 -658	-28%	-$83.2K	0.15%	135
2025 Q1	$274K	Sell	2,333 -96	-4%	-$12.3K	0.2%	120
2024 Q4	$308K	Buy	+2,429	New	+$309K	0.26%	102

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

Axis Wealth Partners's IWP Position: Q2 2026 in Review

Axis Wealth Partners opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,369 shares worth $200K. The stake represents 0.1% of the portfolio and ranks #182 among its holdings. This is a return to the name: Axis Wealth Partners previously reported a position in IWP as recently as Q4 2025.

Axis Wealth Partners first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q4 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Axis Wealth Partners held 1,369 shares of iShares Russell Mid-Cap Growth ETF worth $200K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Axis Wealth Partners position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Axis Wealth Partners's portfolio in Q2 2026, its #182 holding.
Axis Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $308K in Q4 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.