B.O.S.S. Retirement Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

B.O.S.S. Retirement Advisors’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	$364K	Sell	2,484 -2,755	-53%	-$380K	0.1%	115
2026 Q1	$671K	Buy	5,239 +2,992	+133%	+$405K	0.2%	77
2025 Q4	$308K	Sell	2,247 -3,294	-59%	-$460K	0.1%	130
2025 Q3	$789K	Sell	5,541 -5,565	-50%	-$786K	0.19%	97
2025 Q2	$1.54M	Sell	11,106 -1,208	-10%	-$153K	0.39%	54
2025 Q1	$1.45M	Sell	12,314 -2,516	-17%	-$323K	0.42%	52
2024 Q4	$1.88M	Buy	+14,830	New	+$1.89M	0.53%	40
2024 Q1	–	Sell	-14,051	Closed	-$1.47M	–	185
2023 Q4	$1.47M	Buy	14,051 +6,546	+87%	+$621K	0.28%	122
2023 Q3	$686K	Sell	7,505 -1,578	-17%	-$151K	0.15%	171
2023 Q2	$878K	Buy	9,083 +299	+3%	+$27.2K	0.19%	164
2023 Q1	$800K	Buy	8,784 +579	+7%	+$51.7K	0.19%	154
2022 Q4	$686K	Buy	+8,205	New	+$691K	0.18%	155

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

B.O.S.S. Retirement Advisors's IWP Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 53% in Q2 2026, selling an estimated $380K and leaving 2,484 shares worth $364K. The position accounts for 0.1% of the portfolio, ranked #115.

B.O.S.S. Retirement Advisors first reported a position in IWP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

B.O.S.S. Retirement Advisors held 2,484 shares of iShares Russell Mid-Cap Growth ETF worth $364K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 2,755 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $380K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #115 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.88M in Q4 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.