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

Elevated 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	$393K	Hold	2,686	–	–	0.11%	158
2026 Q1	$344K	Hold	2,686	–	–	0.09%	209
2025 Q4	$368K	Hold	2,686	–	–	0.09%	223
2025 Q3	$383K	Hold	2,686	–	–	0.1%	222
2025 Q2	$316K	Hold	2,686	–	–	0.09%	220
2025 Q1	$316K	Hold	2,686	–	–	0.09%	220
2024 Q4	$340K	Sell	2,686 -552	-17%	-$70.2K	0.09%	220
2024 Q3	$380K	Sell	3,238 -6	-0.2%	-$671	0.1%	228
2024 Q2	$358K	Sell	3,244 -307	-9%	-$33.7K	0.1%	189
2024 Q1	$405K	Sell	3,551 -31,382	-90%	-$3.39M	0.12%	144
2023 Q4	$3.65M	Sell	34,933 -725	-2%	-$68.7K	1.14%	23
2023 Q3	$3.26M	Sell	35,658 -1,258	-3%	-$120K	1.11%	23
2023 Q2	$3.57M	Buy	36,916 +3,114	+9%	+$284K	1.19%	20
2023 Q1	$3.08M	Sell	33,802 -972	-3%	-$86.7K	1.1%	25
2022 Q4	$2.91M	Sell	34,774 -2,648	-7%	-$223K	1.11%	24
2022 Q3	$2.94M	Buy	+37,422	New	+$3.22M	1.15%	23
2022 Q1	$3.56M	Buy	+35,418	New	+$3.53M	1.18%	20
2021 Q3	$3.77M	Buy	+33,639	New	+$3.87M	1.3%	20
2021 Q1	$3.09M	Buy	29,058 +3,540	+14%	+$370K	1.2%	19
2020 Q4	$2.62M	Buy	25,518 +3,046	+14%	+$290K	1.13%	19
2020 Q3	$2.06M	Buy	22,472 +1,072	+5%	+$90.5K	0.96%	30
2020 Q2	$1.93M	Buy	+21,400	New	+$1.55M	0.91%	29
2019 Q4	$566K	Buy	+7,424	New	+$544K	0.63%	44
2019 Q1	$955K	Buy	+14,516	New	+$932K	0.63%	47

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

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

Elevated Capital Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,686 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #158.

Elevated Capital Advisors first reported a position in IWP in Q1 2019 and has held it in 24 quarters since. The position peaked at $3.77M in Q3 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Elevated Capital Advisors held 2,686 shares of iShares Russell Mid-Cap Growth ETF worth $393K as of Q2 2026.
Elevated Capital Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #158 holding.
Elevated Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 24 quarters since.
Elevated Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.77M in Q3 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.