Capital Advisors Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Capital Advisors Inc’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	$374K	Sell	2,552 -243	-9%	-$33.5K	0.01%	270
2026 Q1	$358K	Sell	2,795 -134	-5%	-$18.1K	0.01%	269
2025 Q4	$401K	Sell	2,929 -210	-7%	-$29.3K	0.01%	233
2025 Q3	$447K	Buy	3,139 +134	+4%	+$18.9K	0.01%	209
2025 Q2	$417K	Hold	3,005	–	–	0.01%	217
2025 Q1	$353K	Hold	3,005	–	–	0.01%	231
2024 Q4	$381K	Sell	3,005 -13	-0.4%	-$1.65K	0.01%	218
2024 Q3	$354K	Sell	3,018 -31	-1%	-$3.47K	0.01%	227
2024 Q2	$336K	Sell	3,049 -61	-2%	-$6.7K	0.01%	236
2024 Q1	$355K	Buy	3,110 +900	+41%	+$97.4K	0.01%	225
2023 Q4	$231K	Hold	2,210	–	–	0.01%	268
2023 Q3	$202K	Sell	2,210 -200	-8%	-$19.1K	0.01%	251
2023 Q2	$233K	Sell	2,410 -315	-12%	-$28.7K	0.01%	245
2023 Q1	$248K	Buy	+2,725	New	+$243K	0.01%	229
2022 Q2	–	Sell	-2,318	Closed	-$233K	–	250
2022 Q1	$233K	Buy	+2,318	New	+$231K	0.01%	234

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

Capital Advisors Inc's IWP Position: Q2 2026 in Review

Capital Advisors Inc reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.7% in Q2 2026, selling an estimated $33.5K and leaving 2,552 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #270.

Capital Advisors Inc first reported a position in IWP in Q1 2022 and has held it in 15 quarters since. The position peaked at $447K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Capital Advisors Inc held 2,552 shares of iShares Russell Mid-Cap Growth ETF worth $374K as of Q2 2026.
Capital Advisors Inc sold 243 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $33.5K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #270 holding.
Capital Advisors Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Capital Advisors Inc's iShares Russell Mid-Cap Growth ETF position peaked at $447K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.