Centerpoint Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Centerpoint Advisory Group’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	$259K	Hold	1,767	–	–	0.16%	98
2026 Q1	$226K	Hold	1,767	–	–	0.17%	94
2025 Q4	$242K	Hold	1,767	–	–	0.19%	90
2025 Q3	$252K	Buy	1,767 +267	+18%	+$37.7K	0.2%	93
2025 Q2	$208K	Buy	+1,500	New	+$190K	0.18%	95
2025 Q1	–	Sell	-1,800	Closed	-$228K	–	97
2024 Q4	$228K	Buy	+1,800	New	+$229K	0.22%	82

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

Centerpoint Advisory Group's IWP Position: Q2 2026 in Review

Centerpoint Advisory Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,767 shares worth $259K. The position accounts for 0.16% of the portfolio, ranked #98.

Centerpoint Advisory Group first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Centerpoint Advisory Group held 1,767 shares of iShares Russell Mid-Cap Growth ETF worth $259K as of Q2 2026.
Centerpoint Advisory Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Centerpoint Advisory Group's portfolio in Q2 2026, its #98 holding.
Centerpoint Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.