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

Clearstead 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	$7.38M	Buy	50,405 +1,061	+2%	+$146K	0.07%	202
2026 Q1	$6.32M	Sell	49,344 -1,504	-3%	-$204K	0.06%	205
2025 Q4	$6.96M	Buy	50,848 +15	+0%	+$2.1K	0.09%	165
2025 Q3	$7.24M	Sell	50,833 -2,423	-5%	-$342K	0.1%	164
2025 Q2	$7.39M	Sell	53,256 -831	-2%	-$105K	0.1%	155
2025 Q1	$6.35M	Sell	54,087 -231	-0.4%	-$29.7K	0.1%	153
2024 Q4	$6.88M	Sell	54,318 -152	-0.3%	-$19.3K	0.1%	148
2024 Q3	$6.39M	Sell	54,470 -681	-1%	-$76.1K	0.1%	161
2024 Q2	$6.09M	Buy	55,151 +51,058	+1,247%	+$5.61M	0.1%	157
2024 Q1	$450K	Sell	4,093 -60	-1%	-$6.49K	0.02%	325
2023 Q4	$434K	Buy	4,153 +2,040	+97%	+$193K	0.02%	330
2023 Q3	$193K	Sell	2,113 -7	-0.3%	-$669	0.01%	434
2023 Q2	$205K	Hold	2,120	–	–	0.01%	427
2023 Q1	$193K	Hold	2,120	–	–	0.01%	399
2022 Q4	$177K	Hold	2,120	–	–	0.01%	399
2022 Q3	$166K	Sell	2,120 -13,556	-86%	-$1.17M	0.02%	389
2022 Q2	$1.24M	Sell	15,676 -339	-2%	-$29.5K	0.1%	154
2022 Q1	$1.61M	Buy	16,015 +1,000	+7%	+$99.6K	0.11%	145
2021 Q4	$1.73M	Buy	15,015 +1,370	+10%	+$160K	0.12%	138
2021 Q3	$1.53M	Sell	13,645 -506	-4%	-$58.2K	0.11%	138
2021 Q2	$1.6M	Sell	14,151 -574	-4%	-$61.3K	0.12%	128
2021 Q1	$1.5M	Hold	14,725	–	–	0.13%	127
2020 Q4	$1.51M	Sell	14,725 -4,323	-23%	-$411K	0.14%	119
2020 Q3	$1.65M	Buy	19,048 +1,878	+11%	+$159K	0.18%	100
2020 Q2	$1.36M	Sell	17,170 -998	-5%	-$72.4K	0.16%	107
2020 Q1	$1.1M	Hold	18,168	–	–	0.16%	106
2019 Q4	$1.39M	Hold	18,168	–	–	0.17%	104
2019 Q3	$1.28M	Hold	18,168	–	–	0.17%	101
2019 Q2	$1.29M	Hold	18,168	–	–	0.17%	103
2019 Q1	$1.23M	Hold	18,168	–	–	0.17%	98
2018 Q4	$1.03M	Hold	18,168	–	–	0.16%	106
2018 Q3	$1.23M	Sell	18,168 -256	-1%	-$17K	0.17%	98
2018 Q2	$1.17M	Hold	18,424	–	–	0.17%	94
2018 Q1	$1.13M	Sell	18,424 -25,574	-58%	-$1.6M	0.16%	98
2017 Q4	$2.65M	Sell	43,998 -6,146	-12%	-$361K	0.36%	55
2017 Q3	$2.84M	Sell	50,144 -654	-1%	-$35.9K	0.37%	60
2017 Q2	$2.75M	Hold	50,798	–	–	0.4%	57
2017 Q1	$2.63M	Buy	50,798 +36	+0.1%	+$1.84K	0.38%	56
2016 Q4	$2.47M	Buy	+50,762	New	+$2.45M	0.4%	50

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

Clearstead Advisors's IWP Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.2% in Q2 2026, buying an estimated $146K and bringing the position to 50,405 shares worth $7.38M. The position accounts for 0.07% of the portfolio, ranked #202.

Clearstead Advisors first reported a position in IWP in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.39M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Clearstead Advisors held 50,405 shares of iShares Russell Mid-Cap Growth ETF worth $7.38M as of Q2 2026.
Clearstead Advisors bought 1,061 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $146K.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Clearstead Advisors's portfolio in Q2 2026, its #202 holding.
Clearstead Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
Clearstead Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $7.39M in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.