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

Cora Capital 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	$275K	Hold	1,880	–	–	0.08%	108
2026 Q1	$241K	Buy	1,880 +140	+8%	+$18.9K	0.08%	117
2025 Q4	$238K	Hold	1,740	–	–	0.09%	108
2025 Q3	$248K	Hold	1,740	–	–	0.11%	96
2025 Q2	$241K	Hold	1,740	–	–	0.11%	94
2025 Q1	$204K	Hold	1,740	–	–	0.1%	100
2024 Q4	$221K	Hold	1,740	–	–	0.11%	92
2024 Q3	$204K	Buy	+1,740	New	+$195K	0.1%	96

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

Cora Capital Advisors's IWP Position: Q2 2026 in Review

Cora Capital Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,880 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #108.

Cora Capital Advisors first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cora Capital Advisors held 1,880 shares of iShares Russell Mid-Cap Growth ETF worth $275K as of Q2 2026.
Cora Capital Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Cora Capital Advisors's portfolio in Q2 2026, its #108 holding.
Cora Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.