Cape Investment Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cape Investment Advisory’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	$85.4K	Buy	+583	New	+$80.4K	0.02%	371
2026 Q1	–	Sell	-589	Closed	-$80.7K	–	705
2025 Q4	$80.7K	Buy	589 +587	+29,350%	+$82K	0.02%	333
2025 Q3	$285	Sell	2 -106	-98%	-$15K	﹤0.01%	806
2025 Q2	$15K	Sell	108 -181	-63%	-$22.9K	0.01%	565
2025 Q1	$34K	Sell	289 -2	-0.7%	-$257	0.01%	396
2024 Q4	$36.9K	Buy	291 +45	+18%	+$5.72K	0.01%	378
2024 Q3	$28.9K	Buy	246 +2	+0.8%	+$224	0.01%	402
2024 Q2	$26.9K	Buy	244 +55	+29%	+$6.04K	0.01%	389
2024 Q1	$21.6K	Buy	189 +30	+19%	+$3.25K	0.01%	429
2023 Q4	$16.6K	Sell	159 -446	-74%	-$42.3K	0.01%	570
2023 Q3	$55.3K	Buy	605 +6	+1%	+$574	0.03%	283
2023 Q2	$57.9K	Buy	599 +105	+21%	+$9.57K	0.03%	266
2023 Q1	$45K	Buy	+494	New	+$44.1K	0.03%	277

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

Cape Investment Advisory's IWP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 583 shares worth $85.4K. The stake represents 0.02% of the portfolio and ranks #371 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IWP as recently as Q4 2025.

Cape Investment Advisory first reported a position in IWP in Q1 2023 and has held it in 13 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cape Investment Advisory held 583 shares of iShares Russell Mid-Cap Growth ETF worth $85.4K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #371 holding.
Cape Investment Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.