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

Carrera Capital 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	$231K	Hold	1,580	–	–	0.03%	186
2026 Q1	$202K	Hold	1,580	–	–	0.03%	180
2025 Q4	$216K	Hold	1,580	–	–	0.04%	161
2025 Q3	$225K	Buy	1,580 +1	+0.1%	+$141	0.04%	133
2025 Q2	$219K	Buy	+1,579	New	+$200K	0.04%	132

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

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

Carrera Capital Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,580 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #186.

Carrera Capital Advisors first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Carrera Capital Advisors held 1,580 shares of iShares Russell Mid-Cap Growth ETF worth $231K as of Q2 2026.
Carrera Capital Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Carrera Capital Advisors's portfolio in Q2 2026, its #186 holding.
Carrera Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.