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

Fortune Financial 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 		$357K Buy
2,437
+1
+0% +$138 0.15% 120
2026
Q1 		$312K Buy
2,436
+40
+2% +$5.41K 0.16% 116
2025
Q4 		$328K Buy
2,396
+1
+0% +$140 0.22% 78
2025
Q3 		$341K Hold
2,395
– – 0.26% 78
2025
Q2 		$332K Buy
2,395
+1
+0% +$127 0.27% 75
2025
Q1 		$281K Buy
2,394
+657
+38% +$84.5K 0.24% 79
2024
Q4 		$220K Buy
+1,737
New +$221K 0.2% 85
2024
Q1 		– Sell
-2,272
Closed -$237K – 133
2023
Q4 		$237K Buy
+2,272
New +$215K 0.17% 113

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Fortune Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.04% in Q2 2026, buying an estimated $138 and bringing the position to 2,437 shares worth $357K. The position accounts for 0.15% of the portfolio, ranked #120.

Fortune Financial Advisors first reported a position in IWP in Q4 2023 and has held it in 8 quarters since. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Fortune Financial Advisors held 2,437 shares of iShares Russell Mid-Cap Growth ETF worth $357K as of Q2 2026.
  • Fortune Financial Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
  • iShares Russell Mid-Cap Growth ETF made up 0.15% of Fortune Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • Fortune Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • 591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.