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

Crux Wealth 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	$248K	Buy	1,695 +2	+0.1%	+$276	0.09%	174
2026 Q1	$217K	Buy	1,693 +1	+0.1%	+$135	0.08%	172
2025 Q4	$232K	Sell	1,692 -102	-6%	-$14.3K	0.09%	160
2025 Q3	$256K	Buy	1,794 +113	+7%	+$16K	0.1%	149
2025 Q2	$233K	Buy	+1,681	New	+$213K	0.1%	152

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

Crux Wealth Advisors's IWP Position: Q2 2026 in Review

Crux Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.12% in Q2 2026, buying an estimated $276 and bringing the position to 1,695 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #174.

Crux Wealth Advisors first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Crux Wealth Advisors held 1,695 shares of iShares Russell Mid-Cap Growth ETF worth $248K as of Q2 2026.
Crux Wealth Advisors bought 2 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Crux Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Crux Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $256K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.