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

CGN 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 		$209K Buy
+1,426
New +$197K 0.02% 317
2026
Q1 		– Sell
-1,930
Closed -$264K – 323
2025
Q4 		$264K Sell
1,930
-98
-5% -$13.7K 0.02% 287
2025
Q3 		$289K Sell
2,028
-25
-1% -$3.53K 0.02% 273
2025
Q2 		$285K Sell
2,053
-86
-4% -$10.9K 0.03% 267
2025
Q1 		$251K Sell
2,139
-58
-3% -$7.46K 0.02% 272
2024
Q4 		$278K Buy
2,197
+99
+5% +$12.6K 0.03% 260
2024
Q3 		$246K Sell
2,098
-139
-6% -$15.5K 0.02% 260
2024
Q2 		$247K Sell
2,237
-14
-0.6% -$1.54K 0.03% 243
2024
Q1 		$257K Sell
2,251
-65
-3% -$7.03K 0.03% 231
2023
Q4 		$242K Sell
2,316
-767
-25% -$72.7K 0.03% 233
2023
Q3 		$282K Sell
3,083
-117
-4% -$11.2K 0.04% 221
2023
Q2 		$309K Buy
3,200
+725
+29% +$66.1K 0.04% 197
2023
Q1 		$225K Sell
2,475
-117
-5% -$10.4K 0.04% 209
2022
Q4 		$217K Sell
2,592
-7,276
-74% -$612K 0.04% 213
2022
Q3 		$774K Buy
+9,868
New +$849K 0.19% 134

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

CGN Advisors's IWP Position: Q2 2026 in Review

CGN Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,426 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #317 among its holdings. This is a return to the name: CGN Advisors previously reported a position in IWP as recently as Q4 2025.

CGN Advisors first reported a position in IWP in Q3 2022 and has held it in 15 quarters since. The position peaked at $774K in Q3 2022. 206 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • CGN Advisors held 1,426 shares of iShares Russell Mid-Cap Growth ETF worth $209K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new CGN Advisors position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #317 holding.
  • CGN Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • CGN Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $774K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.