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

BlueChip Wealth 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	$558K	Hold	3,812	–	–	0.21%	87
2026 Q1	$488K	Buy	3,812 +88	+2%	+$11.9K	0.21%	80
2025 Q4	$510K	Hold	3,724	–	–	0.21%	78
2025 Q3	$530K	Hold	3,724	–	–	0.23%	75
2025 Q2	$516K	Hold	3,724	–	–	0.23%	80
2025 Q1	$438K	Hold	3,724	–	–	0.21%	88
2024 Q4	$472K	Hold	3,724	–	–	0.26%	78
2024 Q3	$437K	Buy	3,724 +180	+5%	+$20.1K	0.23%	90
2024 Q2	$391K	Hold	3,544	–	–	0.23%	87
2024 Q1	$405K	Hold	3,544	–	–	0.26%	75
2023 Q4	$370K	Buy	+3,544	New	+$336K	0.26%	77

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

BlueChip Wealth Advisors's IWP Position: Q2 2026 in Review

BlueChip Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,812 shares worth $558K. The position accounts for 0.21% of the portfolio, ranked #87.

BlueChip Wealth Advisors first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BlueChip Wealth Advisors held 3,812 shares of iShares Russell Mid-Cap Growth ETF worth $558K as of Q2 2026.
BlueChip Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.21% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #87 holding.
BlueChip Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.