Diversify Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$345K Buy
+2,509
New +$346K 0.01% 1004
2026
Q1
Sell
-3,714
Closed -$525K 557
2025
Q4
$525K Sell
3,714
-600
-14% -$83.9K 0.02% 589
2025
Q3
$612K Sell
4,314
-573
-12% -$81K 0.02% 501
2025
Q2
$685K Buy
4,887
+3,170
+185% +$401K 0.03% 432
2025
Q1
$208K Buy
+1,717
New +$221K 0.01% 603

Other funds holding IWP

Diversify Advisory Services's IWP Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 2,509 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWP as recently as Q4 2025.

Diversify Advisory Services first reported a position in IWP in Q1 2025 and has held it in 5 quarters since. The position peaked at $685K in Q2 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Diversify Advisory Services held 2,509 shares of iShares Russell Mid-Cap Growth ETF worth $345K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1004 holding.
  • Diversify Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $685K in Q2 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.