BLB&B Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BLB&B 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	$1.18M	Sell	8,028 -3,330	-29%	-$459K	0.04%	116
2026 Q1	$1.46M	Buy	11,358 +142	+1%	+$19.2K	0.06%	106
2025 Q4	$1.54M	Buy	11,216 +4,512	+67%	+$631K	0.06%	106
2025 Q3	$955K	Buy	6,704 +57	+0.9%	+$8.05K	0.04%	127
2025 Q2	$922K	Sell	6,647 -1,031	-13%	-$130K	0.04%	128
2025 Q1	$902K	Buy	7,678 +203	+3%	+$26.1K	0.05%	137
2024 Q4	$947K	Buy	7,475 +47	+0.6%	+$5.97K	0.05%	134
2024 Q3	$871K	Buy	7,428 +116	+2%	+$13K	0.04%	133
2024 Q2	$807K	Sell	7,312 -2,215	-23%	-$243K	0.04%	142
2024 Q1	$1.09M	Buy	9,527 +650	+7%	+$70.3K	0.06%	119
2023 Q4	$927K	Buy	8,877 +801	+10%	+$75.9K	0.06%	122
2023 Q3	$738K	Buy	8,076 +43	+0.5%	+$4.11K	0.05%	128
2023 Q2	$776K	Buy	+8,033	New	+$732K	0.05%	123
2022 Q4	–	Sell	-4,006	Closed	-$314K	–	237
2022 Q3	$314K	Buy	4,006 +27	+0.7%	+$2.32K	0.03%	182
2022 Q2	$315K	Buy	3,979 +1,090	+38%	+$94.9K	0.02%	190
2022 Q1	$290K	Buy	2,889 +48	+2%	+$4.78K	0.02%	213
2021 Q4	$327K	Sell	2,841 -6,598	-70%	-$769K	0.02%	212
2021 Q3	$1.06M	Buy	9,439 +7,341	+350%	+$844K	0.07%	126
2021 Q2	$237K	Buy	2,098 +10	+0.5%	+$1.07K	0.02%	238
2021 Q1	$213K	Sell	2,088 -6,457	-76%	-$675K	0.02%	239
2020 Q4	$877K	Buy	+8,545	New	+$813K	0.07%	133
2020 Q3	–	Sell	-3,616	Closed	-$286K	–	248
2020 Q2	$286K	Hold	3,616	–	–	0.03%	203
2020 Q1	$220K	Buy	+3,616	New	+$263K	0.03%	218

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

BLB&B Advisors's IWP Position: Q2 2026 in Review

BLB&B Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 29% in Q2 2026, selling an estimated $459K and leaving 8,028 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #116.

BLB&B Advisors first reported a position in IWP in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.54M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BLB&B Advisors held 8,028 shares of iShares Russell Mid-Cap Growth ETF worth $1.18M as of Q2 2026.
BLB&B Advisors sold 3,330 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $459K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of BLB&B Advisors's portfolio in Q2 2026, its #116 holding.
BLB&B Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 23 quarters since.
BLB&B Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.54M in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.