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

GFS 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	–	Sell	-8,000	Closed	-$1.02M	–	280
2026 Q1	$1.02M	Hold	8,000	–	–	0.13%	93
2025 Q4	$1.1M	Hold	8,000	–	–	0.13%	100
2025 Q3	$1.14M	Hold	8,000	–	–	0.15%	92
2025 Q2	$1.11M	Hold	8,000	–	–	0.15%	90
2025 Q1	$940K	Hold	8,000	–	–	0.19%	78
2024 Q4	$1.01M	Hold	8,000	–	–	0.15%	88
2024 Q3	$938K	Buy	8,000 +7,008	+706%	+$784K	0.2%	70
2024 Q2	$883K	Sell	992 -7,008	-88%	-$770K	0.14%	96
2024 Q1	$913K	Hold	8,000	–	–	0.15%	91
2023 Q4	$836K	Hold	8,000	–	–	0.12%	99
2023 Q3	$731K	Buy	+8,000	New	+$765K	0.11%	110
2015 Q3	–	Sell	-6,000	Closed	-$291K	–	128
2015 Q2	$291K	Buy	+6,000	New	+$296K	0.1%	111

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

GFS Advisors's IWP Position: Q2 2026 in Review

GFS Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 8,000 shares — an estimated $1.02M sold.

GFS Advisors first reported a position in IWP in Q2 2015 and held it in 12 quarters. The position peaked at $1.14M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

GFS Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
GFS Advisors sold 8,000 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.02M.
GFS Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and held it in 12 quarters.
GFS Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.14M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.