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

Capital Investment Advisory Services’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	$57.1K	Buy	390 +255	+189%	+$35.1K	﹤0.01%	924
2026 Q1	$17.3K	Sell	135 -94	-41%	-$12.7K	﹤0.01%	1006
2025 Q4	$31.4K	Hold	229	–	–	﹤0.01%	903
2025 Q3	$32.6K	Hold	229	–	–	﹤0.01%	838
2025 Q2	$31.7K	Hold	229	–	–	﹤0.01%	816
2025 Q1	$26.9K	Buy	229 +94	+70%	+$12.1K	﹤0.01%	780
2024 Q4	$17.1K	Buy	135 +2	+2%	+$254	﹤0.01%	770
2024 Q3	$15.6K	Sell	133 -86	-39%	-$9.62K	﹤0.01%	819
2024 Q2	$24.2K	Hold	219	–	–	﹤0.01%	755
2024 Q1	$25K	Buy	219 +63	+40%	+$6.82K	﹤0.01%	745
2023 Q4	$16.3K	Buy	156 +12	+8%	+$1.14K	﹤0.01%	785
2023 Q3	$13.1K	Sell	144 -1	-0.7%	-$96	﹤0.01%	771
2023 Q2	$14K	Buy	145 +11	+8%	+$1K	﹤0.01%	727
2023 Q1	$12.2K	Buy	134 +1	+0.8%	+$89	﹤0.01%	720
2022 Q4	$11.2K	Buy	133 +47	+55%	+$3.96K	﹤0.01%	739
2022 Q3	$7K	Sell	86 -645	-88%	-$55.5K	﹤0.01%	719
2022 Q2	$58K	Buy	731 +645	+750%	+$56.2K	0.01%	582
2022 Q1	$9K	Hold	86	–	–	﹤0.01%	753
2021 Q4	$10K	Hold	86	–	–	﹤0.01%	728
2021 Q3	$10K	Hold	86	–	–	﹤0.01%	684
2021 Q2	$10K	Hold	86	–	–	﹤0.01%	710
2021 Q1	$9K	Hold	86	–	–	﹤0.01%	662
2020 Q4	$9K	Hold	86	–	–	﹤0.01%	628
2020 Q3	$7K	Buy	+86	New	+$7.26K	﹤0.01%	566

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

Capital Investment Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 189% in Q2 2026, buying an estimated $35.1K and bringing the position to 390 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Capital Investment Advisory Services first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. The position peaked at $58K in Q2 2022. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Capital Investment Advisory Services held 390 shares of iShares Russell Mid-Cap Growth ETF worth $57.1K as of Q2 2026.
Capital Investment Advisory Services bought 255 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $35.1K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #924 holding.
Capital Investment Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
Capital Investment Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $58K in Q2 2022.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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