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

Concurrent Investment 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	$5.4M	Buy	36,895 +19,507	+112%	+$2.69M	0.05%	414
2026 Q1	$2.23M	Buy	17,388 +985	+6%	+$133K	0.02%	578
2025 Q4	$2.25M	Buy	16,403 +3,769	+30%	+$527K	0.03%	531
2025 Q3	$1.8M	Buy	12,634 +1,051	+9%	+$149K	0.03%	492
2025 Q2	$1.61M	Buy	11,583 +2,300	+25%	+$291K	0.03%	481
2025 Q1	$1.09M	Sell	9,283 -39	-0.4%	-$5.01K	0.03%	530
2024 Q4	$1.18M	Buy	9,322 +1	+0%	+$127	0.03%	451
2024 Q3	$1.09M	Sell	9,321 -44	-0.5%	-$4.92K	0.03%	437
2024 Q2	$1.03M	Buy	9,365 +891	+11%	+$97.9K	0.03%	427
2024 Q1	$967K	Buy	8,474 +552	+7%	+$59.7K	0.04%	375
2023 Q4	$827K	Buy	+7,922	New	+$751K	0.04%	367

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 22.9% 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

Concurrent Investment Advisors's IWP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 112% in Q2 2026, buying an estimated $2.69M and bringing the position to 36,895 shares worth $5.4M. The position accounts for 0.05% of the portfolio, ranked #414.

Concurrent Investment Advisors first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Concurrent Investment Advisors held 36,895 shares of iShares Russell Mid-Cap Growth ETF worth $5.4M as of Q2 2026.
Concurrent Investment Advisors bought 19,507 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.69M.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #414 holding.
Concurrent Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.