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

Claro 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	$2.28M	Buy	15,575 +350	+2%	+$48.2K	0.24%	72
2026 Q1	$1.95M	Sell	15,225 -55	-0.4%	-$7.44K	0.24%	78
2025 Q4	$2.09M	Sell	15,280 -252	-2%	-$35.2K	0.29%	70
2025 Q3	$2.21M	Buy	15,532 +1,177	+8%	+$166K	0.32%	65
2025 Q2	$1.99M	Sell	14,355 -1,844	-11%	-$233K	0.33%	67
2025 Q1	$1.9M	Sell	16,199 -434	-3%	-$55.8K	0.25%	69
2024 Q4	$2.11M	Sell	16,633 -16	-0.1%	-$2.03K	0.28%	62
2024 Q3	$1.95M	Sell	16,649 -443	-3%	-$49.5K	0.25%	78
2024 Q2	$1.89M	Sell	17,092 -9,240	-35%	-$1.02M	0.29%	65
2024 Q1	$3.01M	Sell	26,332 -6,549	-20%	-$708K	0.52%	37
2023 Q4	$3.43M	Sell	32,881 -2,479	-7%	-$235K	0.74%	27
2023 Q3	$3.23M	Buy	35,360 +1,626	+5%	+$155K	0.81%	27
2023 Q2	$3.26M	Buy	33,734 +4,406	+15%	+$402K	0.81%	22
2023 Q1	$2.67M	Sell	29,328 -663	-2%	-$59.2K	0.78%	20
2022 Q4	$2.51M	Buy	29,991 +1,295	+5%	+$109K	0.82%	23
2022 Q3	$2.27M	Hold	28,696	–	–	0.9%	25
2022 Q2	$2.27M	Sell	28,696 -6,731	-19%	-$586K	0.9%	25
2022 Q1	$4.08M	Hold	35,427	–	–	1.47%	12
2021 Q4	$4.08M	Buy	35,427 +9,030	+34%	+$1.05M	1.47%	12
2021 Q3	$2.96M	Buy	26,397 +888	+3%	+$102K	1.24%	13
2021 Q2	$2.89M	Buy	25,509 +3,923	+18%	+$419K	1.3%	12
2021 Q1	$2.2M	Buy	21,586 +3,742	+21%	+$391K	1.12%	15
2020 Q4	$1.83M	Buy	17,844 +5,094	+40%	+$485K	0.97%	18
2020 Q3	$1.1M	Sell	12,750 -792	-6%	-$66.8K	0.7%	29
2020 Q2	$1.07M	Buy	13,542 +9,288	+218%	+$674K	0.74%	27
2020 Q1	$259K	Buy	+4,254	New	+$310K	0.24%	126

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

Claro Advisors's IWP Position: Q2 2026 in Review

Claro Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.3% in Q2 2026, buying an estimated $48.2K and bringing the position to 15,575 shares worth $2.28M. The position accounts for 0.24% of the portfolio, ranked #72.

Claro Advisors first reported a position in IWP in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.08M in Q1 2022. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Claro Advisors held 15,575 shares of iShares Russell Mid-Cap Growth ETF worth $2.28M as of Q2 2026.
Claro Advisors bought 350 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.2K.
iShares Russell Mid-Cap Growth ETF made up 0.24% of Claro Advisors's portfolio in Q2 2026, its #72 holding.
Claro Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
Claro Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4.08M in Q1 2022.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.