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Capital Analysts LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Capital Analysts LLC’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 		$276K Sell
1,881
-1,076
-36% -$148K 0.01% 620
2026
Q1 		$379K Buy
2,957
+894
+43% +$121K 0.01% 510
2025
Q4 		$282K Sell
2,063
-3,223
-61% -$450K 0.01% 547
2025
Q3 		$753K Sell
5,286
-1,225
-19% -$173K 0.02% 352
2025
Q2 		$902K Sell
6,511
-10,411
-62% -$1.32M 0.03% 296
2025
Q1 		$1.99M Sell
16,922
-419
-2% -$53.9K 0.07% 197
2024
Q4 		$2.2M Buy
17,341
+6,132
+55% +$780K 0.09% 170
2024
Q3 		$1.31M Buy
11,209
+557
+5% +$62.3K 0.05% 218
2024
Q2 		$1.18M Buy
10,652
+1,367
+15% +$150K 0.05% 228
2024
Q1 		$1.06M Buy
9,285
+320
+4% +$34.6K 0.05% 233
2023
Q4 		$936K Sell
8,965
-65
-0.7% -$6.16K 0.05% 234
2023
Q3 		$825K Buy
9,030
+683
+8% +$65.3K 0.05% 241
2023
Q2 		$807K Sell
8,347
-621
-7% -$56.6K 0.04% 243
2023
Q1 		$817K Buy
8,968
+101
+1% +$9.01K 0.05% 239
2022
Q4 		$741K Buy
8,867
+527
+6% +$44.4K 0.05% 256
2022
Q3 		$654K Buy
8,340
+58
+0.7% +$4.99K 0.05% 244
2022
Q2 		$656K Sell
8,282
-4,103
-33% -$357K 0.05% 243
2022
Q1 		$1.25M Sell
12,385
-1,620
-12% -$161K 0.08% 198
2021
Q4 		$1.61M Buy
14,005
+409
+3% +$47.7K 0.1% 180
2021
Q3 		$1.52M Sell
13,596
-104
-0.8% -$12K 0.1% 176
2021
Q2 		$1.55M Buy
13,700
+988
+8% +$106K 0.1% 174
2021
Q1 		$1.3M Sell
12,712
-1,550
-11% -$162K 0.09% 183
2020
Q4 		$1.46M Buy
14,262
+6,042
+74% +$575K 0.13% 143
2020
Q3 		$710K Sell
8,220
-260
-3% -$21.9K 0.07% 176
2020
Q2 		$670K Hold
8,480
– – 0.07% 166
2020
Q1 		$516K Sell
8,480
-1,470
-15% -$107K 0.06% 162
2019
Q4 		$759K Buy
9,950
+202
+2% +$14.8K 0.08% 172
2019
Q3 		$688K Sell
9,748
-120
-1% -$8.62K 0.07% 171
2019
Q2 		$703K Buy
9,868
+2
+0% +$139 0.08% 170
2019
Q1 		$669K Sell
9,866
-3,484
-26% -$224K 0.08% 162
2018
Q4 		$759K Buy
13,350
+3,480
+35% +$212K 0.1% 152
2018
Q3 		$669K Sell
9,870
-490
-5% -$32.6K 0.08% 159
2018
Q2 		$656K Buy
10,360
+360
+4% +$22.7K 0.08% 158
2018
Q1 		$615K Buy
10,000
+170
+2% +$10.6K 0.08% 156
2017
Q4 		$593K Hold
9,830
– – 0.07% 155
2017
Q3 		$556K Sell
9,830
-128
-1% -$7.02K 0.07% 149
2017
Q2 		$538K Buy
9,958
+128
+1% +$6.81K 0.08% 151
2017
Q1 		$510K Buy
9,830
+600
+7% +$30.6K 0.08% 144
2016
Q4 		$449K Buy
9,230
+30
+0.3% +$1.45K 0.08% 155
2016
Q3 		$448K Sell
9,200
-790
-8% -$38.3K 0.08% 146
2016
Q2 		$467K Buy
9,990
+180
+2% +$8.33K 0.09% 145
2016
Q1 		$452K Buy
9,810
+620
+7% +$26.8K 0.09% 147
2015
Q4 		$422K Buy
9,190
+280
+3% +$13K 0.09% 149
2015
Q3 		$395K Buy
8,910
+2,930
+49% +$139K 0.08% 159
2015
Q2 		$290K Buy
5,980
+300
+5% +$14.8K 0.06% 158
2015
Q1 		$278K Buy
5,680
+1,470
+35% +$70.2K 0.06% 149
2014
Q4 		$196K Buy
4,210
+1,810
+75% +$81.9K 0.04% 162
2014
Q3 		$106K Hold
2,400
– – 0.02% 185
2014
Q2 		$107K Buy
2,400
+800
+50% +$34.4K 0.03% 181
2014
Q1 		$68.6K Buy
1,600
+600
+60% +$25.5K 0.02% 206
2013
Q4 		$42.2K Buy
+1,000
New +$40.4K 0.01% 228

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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 Analysts LLC's IWP Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 36% in Q2 2026, selling an estimated $148K and leaving 1,881 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #620.

Capital Analysts LLC first reported a position in IWP in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.2M in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Capital Analysts LLC held 1,881 shares of iShares Russell Mid-Cap Growth ETF worth $276K as of Q2 2026.
  • Capital Analysts LLC sold 1,076 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $148K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #620 holding.
  • Capital Analysts LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Capital Analysts LLC's iShares Russell Mid-Cap Growth ETF position peaked at $2.2M in Q4 2024.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.