Farther Finance Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Farther Finance 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	$7.23M	Buy	49,415 +2,374	+5%	+$327K	0.06%	297
2026 Q1	$6.06M	Buy	47,041 +23,890	+103%	+$3.23M	0.06%	297
2025 Q4	$3.17M	Buy	23,151 +6,217	+37%	+$869K	0.03%	436
2025 Q3	$2.41M	Buy	16,934 +14,245	+530%	+$2.01M	0.04%	389
2025 Q2	$373K	Buy	2,689 +1,149	+75%	+$145K	0.01%	1061
2025 Q1	$183K	Buy	1,540 +877	+132%	+$113K	﹤0.01%	1270
2024 Q4	$84K	Buy	663 +205	+45%	+$26.1K	﹤0.01%	1386
2024 Q3	$53.7K	Buy	458 +105	+30%	+$11.7K	﹤0.01%	1606
2024 Q2	$38.7K	Sell	353 -97	-22%	-$10.7K	﹤0.01%	1520
2024 Q1	$51K	Buy	450 +65	+17%	+$7.03K	﹤0.01%	1186
2023 Q4	$40.2K	Buy	385 +32	+9%	+$3.03K	﹤0.01%	1115
2023 Q3	$32.2K	Sell	353 -306	-46%	-$29.3K	0.01%	940
2023 Q2	$63.7K	Hold	659	–	–	0.01%	588
2023 Q1	$60K	Hold	659	–	–	0.02%	553
2022 Q4	$55.1K	Buy	+659	New	+$55.5K	0.02%	465

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

Farther Finance Advisors's IWP Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5% in Q2 2026, buying an estimated $327K and bringing the position to 49,415 shares worth $7.23M. The position accounts for 0.06% of the portfolio, ranked #297.

Farther Finance Advisors first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Farther Finance Advisors held 49,415 shares of iShares Russell Mid-Cap Growth ETF worth $7.23M as of Q2 2026.
Farther Finance Advisors bought 2,374 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $327K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #297 holding.
Farther Finance Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.