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

Colonial Trust 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	$117K	Hold	800	–	–	0.01%	259
2026 Q1	$102K	Hold	800	–	–	0.01%	270
2025 Q4	$110K	Hold	800	–	–	0.01%	260
2025 Q3	$114K	Sell	800 -12	-1%	-$1.7K	0.01%	252
2025 Q2	$113K	Buy	812 +12	+2%	+$1.52K	0.01%	248
2025 Q1	$94K	Hold	800	–	–	0.01%	265
2024 Q4	$101K	Hold	800	–	–	0.01%	241
2024 Q3	$93.8K	Hold	800	–	–	0.01%	272
2024 Q2	$88.3K	Hold	800	–	–	0.01%	263
2024 Q1	$91.3K	Hold	800	–	–	0.01%	259
2023 Q4	$83.6K	Hold	800	–	–	0.01%	263
2023 Q3	$73.1K	Hold	800	–	–	0.01%	285
2023 Q2	$77.3K	Hold	800	–	–	0.01%	283
2023 Q1	$72.8K	Hold	800	–	–	0.01%	289
2022 Q4	$66.9K	Hold	800	–	–	0.01%	294
2022 Q3	$63K	Buy	+800	New	+$68.9K	0.01%	225

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

Colonial Trust Advisors's IWP Position: Q2 2026 in Review

Colonial Trust Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 800 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #259.

Colonial Trust Advisors first reported a position in IWP in Q3 2022 and has held it in 16 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Colonial Trust Advisors held 800 shares of iShares Russell Mid-Cap Growth ETF worth $117K as of Q2 2026.
Colonial Trust Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #259 holding.
Colonial Trust Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.