Certified Advisory Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Certified Advisory Corp’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	$5.26M	Sell	35,955 -2,583	-7%	-$356K	0.42%	68
2026 Q1	$4.94M	Buy	38,538 +9,270	+32%	+$1.25M	0.44%	66
2025 Q4	$4.01M	Buy	29,268 +723	+3%	+$101K	0.37%	72
2025 Q3	$4.07M	Buy	28,545 +1,658	+6%	+$234K	0.39%	69
2025 Q2	$3.73M	Buy	26,887 +3,785	+16%	+$479K	0.39%	69
2025 Q1	$2.71M	Buy	23,102 +6,058	+36%	+$779K	0.31%	89
2024 Q4	$2.16M	Buy	17,044 +2,602	+18%	+$331K	0.23%	103
2024 Q3	$1.69M	Buy	14,442 +4,183	+41%	+$468K	0.19%	115
2024 Q2	$1.13M	Buy	10,259 +2,529	+33%	+$278K	0.14%	126
2024 Q1	$882K	Buy	7,730 +1,762	+30%	+$191K	0.12%	135
2023 Q4	$623K	Sell	5,968 -193,241	-97%	-$18.3M	0.09%	160
2023 Q3	$737K	Buy	199,209 +192,846	+3,031%	+$18.4M	0.14%	132
2023 Q2	$615K	Sell	6,363 -1,594	-20%	-$145K	0.11%	143
2023 Q1	$725K	Sell	7,957 -322	-4%	-$28.7K	0.13%	147
2022 Q4	$692K	Buy	8,279 +1,384	+20%	+$116K	0.14%	141
2022 Q3	$541K	Buy	6,895 +393	+6%	+$33.8K	0.12%	143
2022 Q2	$515K	Sell	6,502 -1,373	-17%	-$120K	0.11%	149
2022 Q1	$791K	Sell	7,875 -1,069	-12%	-$106K	0.17%	127
2021 Q4	$1.03M	Buy	8,944 +8	+0.1%	+$933	0.23%	107
2021 Q3	$1M	Buy	8,936 +149	+2%	+$17.1K	0.24%	100
2021 Q2	$995K	Buy	8,787 +5	+0.1%	+$534	0.25%	98
2021 Q1	$896K	Buy	+8,782	New	+$918K	0.23%	97
2020 Q2	$1.26M	Sell	15,904 -2,466	-13%	-$179K	0.42%	56
2020 Q1	$1.12M	Buy	18,370 +5,038	+38%	+$367K	0.44%	55
2019 Q4	$1.02M	Buy	13,332 +2,454	+23%	+$180K	0.33%	74
2019 Q3	$769K	Buy	10,878 +1,548	+17%	+$111K	0.27%	84
2019 Q2	$665K	Buy	9,330 +2,832	+44%	+$197K	0.25%	89
2019 Q1	$441K	Buy	6,498 +4,048	+165%	+$260K	0.19%	108
2018 Q4	$139K	Buy	2,450 +1,276	+109%	+$77.6K	0.07%	171
2018 Q3	$80K	Buy	1,174 +128	+12%	+$8.51K	0.04%	230
2018 Q2	$66K	Buy	1,046 +330	+46%	+$20.8K	0.04%	239
2018 Q1	$44K	Buy	716 +164	+30%	+$10.2K	0.03%	284
2017 Q4	$33K	Buy	+552	New	+$32.4K	0.02%	288

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

Certified Advisory Corp's IWP Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.7% in Q2 2026, selling an estimated $356K and leaving 35,955 shares worth $5.26M. The position accounts for 0.42% of the portfolio, ranked #68.

Certified Advisory Corp first reported a position in IWP in Q4 2017 and has held it in 33 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Certified Advisory Corp held 35,955 shares of iShares Russell Mid-Cap Growth ETF worth $5.26M as of Q2 2026.
Certified Advisory Corp sold 2,583 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $356K.
iShares Russell Mid-Cap Growth ETF made up 0.42% of Certified Advisory Corp's portfolio in Q2 2026, its #68 holding.
Certified Advisory Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 33 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.