Financial Engines Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Engines 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	$4.18M	Sell	28,539 -14	-0%	-$1.93K	0.01%	159
2026 Q1	$3.66M	Sell	28,553 -527	-2%	-$71.3K	0.01%	166
2025 Q4	$3.98M	Sell	29,080 -195	-0.7%	-$27.3K	0.01%	166
2025 Q3	$4.17M	Sell	29,275 -452	-2%	-$63.9K	0.01%	167
2025 Q2	$4.12M	Buy	29,727 +1,859	+7%	+$235K	0.01%	162
2025 Q1	$3.27M	Sell	27,868 -1,400	-5%	-$180K	0.01%	160
2024 Q4	$3.71M	Buy	29,268 +216	+0.7%	+$27.5K	0.01%	158
2024 Q3	$3.41M	Buy	29,052 +1	+0%	+$112	0.01%	140
2024 Q2	$3.21M	Sell	29,051 -1,115	-4%	-$122K	0.01%	140
2024 Q1	$3.44M	Sell	30,166 -3,551	-11%	-$384K	0.01%	131
2023 Q4	$3.52M	Sell	33,717 -10,961	-25%	-$1.04M	0.01%	116
2023 Q3	$4.09M	Sell	44,678 -3,527	-7%	-$337K	0.01%	92
2023 Q2	$4.66M	Buy	48,205 +4,468	+10%	+$407K	0.01%	90
2023 Q1	$3.98M	Sell	43,737 -118,249	-73%	-$10.6M	0.01%	96
2022 Q4	$13.5M	Buy	161,986 +102,037	+170%	+$8.59M	0.04%	75
2022 Q3	$4.7M	Buy	59,949 +20,946	+54%	+$1.8M	0.02%	87
2022 Q2	$3.09M	Buy	39,003 +16,681	+75%	+$1.45M	0.01%	97
2022 Q1	$2.24M	Buy	22,322 +7,557	+51%	+$753K	0.01%	113
2021 Q4	$1.7M	Buy	14,765 +4,994	+51%	+$582K	﹤0.01%	98
2021 Q3	$1.09M	Sell	9,771 -57	-0.6%	-$6.56K	﹤0.01%	107
2021 Q2	$1.11M	Sell	9,828 -348	-3%	-$37.2K	﹤0.01%	93
2021 Q1	$1.04M	Buy	10,176 +5	+0%	+$523	﹤0.01%	113
2020 Q4	$1.04M	Sell	10,171 -605	-6%	-$57.6K	﹤0.01%	109
2020 Q3	$931K	Sell	10,776 -234	-2%	-$19.8K	﹤0.01%	112
2020 Q2	$870K	Sell	11,010 -30,884	-74%	-$2.24M	﹤0.01%	108
2020 Q1	$2.55M	Buy	+41,894	New	+$3.05M	0.01%	74
2018 Q3	–	Sell	-44	Closed	-$3K	–	164
2018 Q2	$3K	Sell	44 -142	-76%	-$8.94K	﹤0.01%	123
2018 Q1	$11K	Buy	+186	New	+$11.6K	﹤0.01%	97

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 22.9% 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

Financial Engines Advisors's IWP Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.05% in Q2 2026, selling an estimated $1.93K and leaving 28,539 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #159.

Financial Engines Advisors first reported a position in IWP in Q1 2018 and has held it in 28 quarters since. The position peaked at $13.5M in Q4 2022. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Financial Engines Advisors held 28,539 shares of iShares Russell Mid-Cap Growth ETF worth $4.18M as of Q2 2026.
Financial Engines Advisors sold 14 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.93K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #159 holding.
Financial Engines Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 28 quarters since.
Financial Engines Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $13.5M in Q4 2022.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.