First Trust Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First Trust 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	$246K	Hold	1,679	–	–	﹤0.01%	2559
2026 Q1	$215K	Hold	1,679	–	–	﹤0.01%	2527
2025 Q4	$230K	Sell	1,679 -217	-11%	-$30.3K	﹤0.01%	2533
2025 Q3	$270K	Buy	1,896 +43	+2%	+$6.08K	﹤0.01%	2435
2025 Q2	$257K	Buy	+1,853	New	+$234K	﹤0.01%	2457

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

First Trust Advisors's IWP Position: Q2 2026 in Review

First Trust Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,679 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

First Trust Advisors first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. The position peaked at $270K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

First Trust Advisors held 1,679 shares of iShares Russell Mid-Cap Growth ETF worth $246K as of Q2 2026.
First Trust Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2559 holding.
First Trust Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
First Trust Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $270K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.