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Centaurus Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Centaurus Financial’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 		$506K Sell
3,453
-95
-3% -$13.1K 0.02% 578
2026
Q1 		$455K Buy
3,548
+39
+1% +$5.28K 0.02% 549
2025
Q4 		$481K Buy
3,509
+300
+9% +$41.9K 0.02% 543
2025
Q3 		$457K Buy
3,209
+25
+0.8% +$3.53K 0.02% 560
2025
Q2 		$442K Buy
3,184
+910
+40% +$115K 0.03% 504
2025
Q1 		$267K Buy
2,274
+44
+2% +$5.66K 0.02% 605
2024
Q4 		$283K Sell
2,230
-15
-0.7% -$1.91K 0.02% 580
2024
Q3 		$263K Buy
2,245
+107
+5% +$12K 0.02% 580
2024
Q2 		$236K Sell
2,138
-10
-0.5% -$1.1K 0.02% 557
2024
Q1 		$245K Sell
2,148
-114
-5% -$12.3K 0.02% 562
2023
Q4 		$236K Buy
2,262
+114
+5% +$10.8K 0.02% 546
2023
Q3 		$196K Sell
2,148
-144
-6% -$13.8K 0.02% 571
2023
Q2 		$221K Sell
2,292
-1,230
-35% -$112K 0.02% 547
2023
Q1 		$321K Buy
3,522
+17
+0.5% +$1.52K 0.03% 524
2022
Q4 		$293K Buy
3,505
+886
+34% +$74.6K 0.03% 493
2022
Q3 		$205K Buy
2,619
+14
+0.5% +$1.21K 0.02% 614
2022
Q2 		$206K Sell
2,605
-230
-8% -$20K 0.02% 603
2022
Q1 		$285K Sell
2,835
-120
-4% -$12K 0.02% 566
2021
Q4 		$340K Hold
2,955
– – 0.03% 545
2021
Q3 		$331K Hold
2,955
– – 0.03% 529
2021
Q2 		$335K Sell
2,955
-2
-0.1% -$214 0.03% 534
2021
Q1 		$302K Buy
2,957
+1,061
+56% +$111K 0.03% 495
2020
Q4 		$195K Buy
1,896
+166
+10% +$15.8K 0.02% 557
2020
Q3 		$150K Sell
1,730
-18
-1% -$1.52K 0.02% 517
2020
Q2 		$138K Sell
1,748
-364
-17% -$26.4K 0.02% 516
2020
Q1 		$128K Sell
2,112
-628
-23% -$45.8K 0.03% 433
2019
Q4 		$209K Buy
+2,740
New +$201K 0.03% 447
2018
Q3 		– Sell
-3,832
Closed -$243K – 1296
2018
Q2 		$243K Buy
+3,832
New +$241K 0.03% 472

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

Centaurus Financial's IWP Position: Q2 2026 in Review

Centaurus Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.7% in Q2 2026, selling an estimated $13.1K and leaving 3,453 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #578.

Centaurus Financial first reported a position in IWP in Q2 2018 and has held it in 28 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Centaurus Financial held 3,453 shares of iShares Russell Mid-Cap Growth ETF worth $506K as of Q2 2026.
  • Centaurus Financial sold 95 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $13.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #578 holding.
  • Centaurus Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and has held it in 28 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.