PWMAI
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$163K Buy
1,116
+2
+0.2% +$276 0.04% 195
2026
Q1 		$143K Hold
1,114
– – 0.04% 190
2025
Q4 		$153K Buy
1,114
+1
+0.1% +$140 0.05% 188
2025
Q3 		$159K Sell
1,113
-33
-3% -$4.66K 0.05% 164
2025
Q2 		$159K Buy
1,146
+1
+0.1% +$127 0.05% 156
2025
Q1 		$135K Buy
1,145
+1
+0.1% +$129 0.05% 166
2024
Q4 		$145K Buy
1,144
+1
+0.1% +$127 0.06% 160
2024
Q3 		$134K Buy
1,143
+2
+0.2% +$224 0.07% 129
2024
Q2 		$126K Buy
1,141
+1
+0.1% +$110 0.07% 129
2024
Q1 		$130K Buy
1,140
+1
+0.1% +$108 0.09% 122
2023
Q4 		$119K Buy
1,139
+4
+0.4% +$379 0.08% 129
2023
Q3 		$104K Buy
+1,135
New +$109K 0.07% 126
2023
Q2 		– Sell
-1,134
Closed -$103K – 121
2023
Q1 		$103K Buy
1,134
+2
+0.2% +$178 0.08% 116
2022
Q4 		$94.7K Buy
+1,132
New +$95.3K 0.08% 120

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IWP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.18% in Q2 2026, buying an estimated $276 and bringing the position to 1,116 shares worth $163K. The position accounts for 0.04% of the portfolio, ranked #195.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,116 shares of iShares Russell Mid-Cap Growth ETF worth $163K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #195 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.