Focus Partners Advisor Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Focus Partners Advisor Solutions’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	$6.42M	Buy	43,870 +1,252	+3%	+$173K	0.05%	164
2026 Q1	$5.46M	Sell	42,618 -8,966	-17%	-$1.21M	0.06%	156
2025 Q4	$7.06M	Sell	51,584 -2,233	-4%	-$312K	0.09%	109
2025 Q3	$7.66M	Buy	53,817 +3,861	+8%	+$546K	0.09%	124
2025 Q2	$6.93M	Sell	49,956 -1,550	-3%	-$196K	0.09%	109
2025 Q1	$6.05M	Sell	51,506 -896	-2%	-$115K	0.09%	108
2024 Q4	$6.64M	Buy	52,402 +40,650	+346%	+$5.17M	0.11%	98
2024 Q3	$1.38M	Sell	11,752 -92	-0.8%	-$10.3K	0.03%	239
2024 Q2	$1.31M	Sell	11,844 -1,280	-10%	-$141K	0.03%	213
2024 Q1	$1.5M	Buy	13,124 +9,724	+286%	+$1.05M	0.04%	190
2023 Q4	$355K	Buy	+3,400	New	+$322K	0.02%	305

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

Focus Partners Advisor Solutions's IWP Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2026, buying an estimated $173K and bringing the position to 43,870 shares worth $6.42M. The position accounts for 0.05% of the portfolio, ranked #164.

Focus Partners Advisor Solutions first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.66M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Focus Partners Advisor Solutions held 43,870 shares of iShares Russell Mid-Cap Growth ETF worth $6.42M as of Q2 2026.
Focus Partners Advisor Solutions bought 1,252 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $173K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #164 holding.
Focus Partners Advisor Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $7.66M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.