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

BlueSky 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	$525K	Hold	3,584	–	–	0.06%	73
2026 Q1	$459K	Sell	3,584 -29	-0.8%	-$3.92K	0.06%	73
2025 Q4	$495K	Buy	3,613 +29	+0.8%	+$4.05K	0.07%	57
2025 Q3	$510K	Hold	3,584	–	–	0.07%	57
2025 Q2	$497K	Hold	3,584	–	–	0.07%	55
2025 Q1	$421K	Sell	3,584 -2,266	-39%	-$291K	0.07%	56
2024 Q4	$741K	Hold	5,850	–	–	0.12%	46
2024 Q3	$686K	Hold	5,850	–	–	0.11%	51
2024 Q2	$646K	Hold	5,850	–	–	0.11%	49
2024 Q1	$668K	Hold	5,850	–	–	0.52%	22
2023 Q4	$611K	Hold	5,850	–	–	0.11%	46
2023 Q3	$534K	Hold	5,850	–	–	0.11%	46
2023 Q2	$565K	Sell	5,850 -257	-4%	-$23.4K	0.11%	46
2023 Q1	$556K	Hold	6,107	–	–	0.12%	45
2022 Q4	$511K	Hold	6,107	–	–	0.11%	43
2022 Q3	$479K	Hold	6,107	–	–	0.11%	45
2022 Q2	$484K	Hold	6,107	–	–	0.11%	44
2022 Q1	$614K	Hold	6,107	–	–	0.12%	44
2021 Q4	$704K	Sell	6,107 -500	-8%	-$58.3K	0.13%	36
2021 Q3	$740K	Sell	6,607 -101	-2%	-$11.6K	0.14%	34
2021 Q2	$765K	Hold	6,708	–	–	0.15%	34
2021 Q1	$714K	Sell	6,708 -464	-6%	-$48.5K	0.16%	32
2020 Q4	$736K	Sell	7,172 -3,544	-33%	-$337K	0.18%	33
2020 Q3	$999K	Sell	10,716 -228	-2%	-$19.2K	0.26%	31
2020 Q2	$865K	Hold	10,944	–	–	0.25%	31
2020 Q1	$665K	Sell	10,944 -1,072	-9%	-$78.1K	0.25%	32
2019 Q4	$938K	Hold	12,016	–	–	0.31%	37
2019 Q3	$837K	Hold	12,016	–	–	0.29%	37
2019 Q2	$857K	Buy	+12,016	New	+$836K	0.3%	37

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

BlueSky Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,584 shares worth $525K. The position accounts for 0.06% of the portfolio, ranked #73.

BlueSky Wealth Advisors first reported a position in IWP in Q2 2019 and has held it in 29 quarters since. The position peaked at $999K in Q3 2020. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BlueSky Wealth Advisors held 3,584 shares of iShares Russell Mid-Cap Growth ETF worth $525K as of Q2 2026.
BlueSky Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #73 holding.
BlueSky Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
BlueSky Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $999K in Q3 2020.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.