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

Biondo Investment 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	$1.14M	Buy	7,757 +770	+11%	+$106K	0.14%	73
2026 Q1	$895K	Sell	6,987 -14,798	-68%	-$2M	0.11%	69
2025 Q4	$2.98M	Buy	21,785 +668	+3%	+$93.4K	0.36%	47
2025 Q3	$3.01M	Buy	21,117 +725	+4%	+$102K	0.38%	48
2025 Q2	$2.83M	Buy	20,392 +366	+2%	+$46.3K	0.37%	48
2025 Q1	$2.35M	Sell	20,026 -1,598	-7%	-$205K	0.33%	47
2024 Q4	$2.74M	Buy	21,624 +673	+3%	+$85.6K	0.38%	47
2024 Q3	$2.46M	Buy	20,951 +385	+2%	+$43K	0.34%	47
2024 Q2	$2.27M	Buy	20,566 +470	+2%	+$51.6K	0.34%	46
2024 Q1	$2.29M	Buy	20,096 +281	+1%	+$30.4K	0.35%	47
2023 Q4	$2.07M	Buy	19,815 +391	+2%	+$37.1K	0.35%	47
2023 Q3	$1.77M	Buy	19,424 +680	+4%	+$65K	0.33%	46
2023 Q2	$1.81M	Buy	18,744 +685	+4%	+$62.4K	0.33%	45
2023 Q1	$1.64M	Buy	18,059 +270	+2%	+$24.1K	0.33%	44
2022 Q4	$1.49M	Buy	17,789 +560	+3%	+$47.1K	0.33%	46
2022 Q3	$1.35M	Buy	17,229 +1,050	+6%	+$90.4K	0.31%	47
2022 Q2	$1.28M	Buy	16,179 +1,439	+10%	+$125K	0.28%	47
2022 Q1	$1.48M	Buy	14,740 +1,923	+15%	+$192K	0.26%	52
2021 Q4	$1.48M	Buy	12,817 +908	+8%	+$106K	0.25%	50
2021 Q3	$1.33M	Sell	11,909 -61	-0.5%	-$7.02K	0.23%	51
2021 Q2	$1.35M	Buy	11,970 +130	+1%	+$13.9K	0.23%	49
2021 Q1	$1.21M	Buy	11,840 +195	+2%	+$20.4K	0.24%	48
2020 Q4	$1.2M	Sell	11,645 -425	-4%	-$40.4K	0.23%	49
2020 Q3	$1.04M	Buy	12,070 +724	+6%	+$61.1K	0.23%	50
2020 Q2	$897K	Buy	11,346 +810	+8%	+$58.7K	0.23%	50
2020 Q1	$641K	Buy	10,536 +100	+1%	+$7.29K	0.21%	50
2019 Q4	$796K	Buy	10,436 +426	+4%	+$31.2K	0.18%	54
2019 Q3	$707K	Buy	10,010 +150	+2%	+$10.8K	0.18%	61
2019 Q2	$703K	Buy	9,860 +1,220	+14%	+$84.8K	0.17%	60
2019 Q1	$586K	Buy	+8,640	New	+$555K	0.15%	68

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

Biondo Investment Advisors's IWP Position: Q2 2026 in Review

Biondo Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 7,757 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #73.

Biondo Investment Advisors first reported a position in IWP in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.01M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Biondo Investment Advisors held 7,757 shares of iShares Russell Mid-Cap Growth ETF worth $1.14M as of Q2 2026.
Biondo Investment Advisors bought 770 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $106K.
iShares Russell Mid-Cap Growth ETF made up 0.14% of Biondo Investment Advisors's portfolio in Q2 2026, its #73 holding.
Biondo Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
Biondo Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.01M in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Biondo Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.