Fortis Group Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fortis Group 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	$586	Hold	4	–	–	﹤0.01%	575
2026 Q1	$512	Hold	4	–	–	﹤0.01%	546
2025 Q4	$548	Buy	+4	New	+$559	﹤0.01%	537

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

Fortis Group Advisors's IWP Position: Q2 2026 in Review

Fortis Group Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 4 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Fortis Group Advisors first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Fortis Group Advisors held 4 shares of iShares Russell Mid-Cap Growth ETF worth $586 as of Q2 2026.
Fortis Group 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 Fortis Group Advisors's portfolio in Q2 2026, its #575 holding.
Fortis Group Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.