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Ballew Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ballew 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 		$3.16M Sell
22,110
-47
-0.2% -$6.48K 1.63% 13
2026
Q1 		$2.91M Buy
22,157
+515
+2% +$69.7K 1.64% 12
2025
Q4 		$3.06M Buy
21,642
+214
+1% +$29.9K 1.72% 10
2025
Q3 		$3.05M Buy
21,428
+194
+0.9% +$27.4K 1.71% 9
2025
Q2 		$2.97M Buy
21,234
+388
+2% +$49.1K 1.76% 10
2025
Q1 		$2.35M Buy
20,846
+664
+3% +$85.4K 1.57% 13
2024
Q4 		$2.56M Buy
20,182
+257
+1% +$32.7K 1.63% 12
2024
Q3 		$2.38M Buy
19,925
+6,967
+54% +$779K 1.6% 12
2024
Q2 		$1.47M Buy
12,958
+336
+3% +$36.9K 0.98% 22
2024
Q1 		$1.41M Buy
12,622
+583
+5% +$63.1K 0.97% 27
2023
Q4 		$1.23M Buy
12,039
+488
+4% +$46.3K 0.93% 27
2023
Q3 		$1.04M Sell
11,551
-26
-0.2% -$2.49K 0.86% 33
2023
Q2 		$1.13M Buy
11,577
+21
+0.2% +$1.91K 0.82% 30
2023
Q1 		$1.1M Sell
11,556
-186
-2% -$16.6K 0.8% 32
2022
Q4 		$1.03M Sell
11,742
-93
-0.8% -$7.83K 0.79% 31
2022
Q3 		$942K Buy
11,835
+105
+0.9% +$9.04K 0.85% 30
2022
Q2 		$932K Buy
11,730
+914
+8% +$79.6K 0.85% 29
2022
Q1 		$1.06M Buy
10,816
+423
+4% +$42.1K 0.81% 27
2021
Q4 		$1.08M Buy
10,393
+327
+3% +$38.1K 0.75% 31
2021
Q3 		$1.14M Sell
10,066
-42
-0.4% -$4.83K 0.83% 30
2021
Q2 		$1.14M Sell
10,108
-9,930
-50% -$1.06M 0.79% 31
2021
Q1 		$2.08M Buy
20,038
+10,965
+121% +$1.15M 0.77% 33
2020
Q4 		$958K Sell
9,073
-11
-0.1% -$1.05K 0.74% 31
2020
Q3 		$804K Buy
9,084
+656
+8% +$55.4K 0.68% 36
2020
Q2 		$680K Buy
8,428
+2,348
+39% +$170K 0.67% 32
2020
Q1 		$370K Buy
+6,080
New +$443K 0.42% 45
2018
Q4 		– Sell
-2,374
Closed -$140K – 278
2018
Q3 		$140K Hold
2,374
– – 0.13% 97
2018
Q2 		$150K Buy
2,374
+18
+0.8% +$1.13K 0.17% 91
2018
Q1 		$145K Buy
+2,356
New +$147K 0.13% 98

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Ballew Advisors's IWP Position: Q2 2026 in Review

Ballew Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.21% in Q2 2026, selling an estimated $6.48K and leaving 22,110 shares worth $3.16M. The position accounts for 1.63% of the portfolio, ranked #13.

Ballew Advisors first reported a position in IWP in Q1 2018 and has held it in 29 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Ballew Advisors held 22,110 shares of iShares Russell Mid-Cap Growth ETF worth $3.16M as of Q2 2026.
  • Ballew Advisors sold 47 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.48K.
  • iShares Russell Mid-Cap Growth ETF made up 1.63% of Ballew Advisors's portfolio in Q2 2026, its #13 holding.
  • Ballew Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 29 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.