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

GHP Investment 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 		$8.21M Sell
56,070
-1,536
-3% -$212K 0.3% 111
2026
Q1 		$7.38M Sell
57,606
-662
-1% -$89.6K 0.3% 117
2025
Q4 		$7.98M Sell
58,268
-154
-0.3% -$21.5K 0.33% 110
2025
Q3 		$8.32M Sell
58,422
-947
-2% -$134K 0.35% 97
2025
Q2 		$8.23M Sell
59,369
-446
-0.7% -$56.4K 0.36% 96
2025
Q1 		$7.03M Sell
59,815
-871
-1% -$112K 0.34% 104
2024
Q4 		$7.69M Sell
60,686
-721
-1% -$91.7K 0.36% 102
2024
Q3 		$7.2M Sell
61,407
-1,875
-3% -$210K 0.33% 115
2024
Q2 		$6.98M Sell
63,282
-2,213
-3% -$243K 0.35% 106
2024
Q1 		$7.48M Sell
65,495
-768
-1% -$83.1K 0.37% 99
2023
Q4 		$6.92M Sell
66,263
-1,634
-2% -$155K 0.37% 96
2023
Q3 		$6.17M Sell
67,897
-737
-1% -$70.5K 0.37% 99
2023
Q2 		$6.54M Sell
68,634
-2,502
-4% -$228K 0.38% 96
2023
Q1 		$6.48M Sell
71,136
-1,584
-2% -$141K 0.41% 82
2022
Q4 		$6.08M Sell
72,720
-2,792
-4% -$235K 0.41% 92
2022
Q3 		$5.92M Sell
75,512
-2,312
-3% -$199K 0.45% 76
2022
Q2 		$6.17M Sell
77,824
-1,473
-2% -$128K 0.46% 75
2022
Q1 		$7.97M Buy
79,297
+935
+1% +$93.1K 0.52% 54
2021
Q4 		$9.03M Sell
78,362
-2,083
-3% -$243K 0.64% 41
2021
Q3 		$9.02M Sell
80,445
-1,998
-2% -$230K 0.71% 40
2021
Q2 		$9.33M Buy
82,443
+3,330
+4% +$356K 0.75% 34
2021
Q1 		$8.07M Sell
79,113
-1,921
-2% -$201K 0.7% 43
2020
Q4 		$8.32M Sell
81,034
-118
-0.1% -$11.2K 0.79% 35
2020
Q3 		$7.01M Buy
81,152
+3,384
+4% +$286K 0.79% 33
2020
Q2 		$6.15M Buy
77,768
+1,622
+2% +$118K 0.76% 40
2020
Q1 		$4.63M Buy
76,146
+2,480
+3% +$181K 0.7% 44
2019
Q4 		$5.62M Sell
73,666
-908
-1% -$66.6K 0.6% 49
2019
Q3 		$5.27M Sell
74,574
-2,182
-3% -$157K 0.66% 47
2019
Q2 		$5.47M Sell
76,756
-1,208
-2% -$84K 0.67% 42
2019
Q1 		$5.29M Sell
77,964
-1,270
-2% -$81.5K 0.68% 43
2018
Q4 		$4.5M Sell
79,234
-2,652
-3% -$161K 0.68% 39
2018
Q3 		$5.55M Sell
81,886
-3,536
-4% -$235K 0.74% 31
2018
Q2 		$5.41M Buy
85,422
+648
+0.8% +$40.8K 0.76% 27
2018
Q1 		$5.21M Sell
84,774
-3,684
-4% -$230K 0.74% 26
2017
Q4 		$5.34M Sell
88,458
-1,052
-1% -$61.8K 0.76% 24
2017
Q3 		$5.07M Buy
89,510
+66,266
+285% +$3.64M 0.77% 25
2017
Q2 		$1.26M Buy
23,244
+104
+0.4% +$5.53K 0.2% 145
2017
Q1 		$1.2M Sell
23,140
-360
-2% -$18.4K 0.21% 142
2016
Q4 		$1.14M Sell
23,500
-790
-3% -$38.1K 0.21% 134
2016
Q3 		$1.18M Buy
24,290
+206
+0.9% +$9.99K 0.24% 121
2016
Q2 		$1.13M Hold
24,084
– – 0.24% 117
2016
Q1 		$1.11M Buy
24,084
+16
+0.1% +$691 0.25% 113
2015
Q4 		$1.11M Sell
24,068
-816
-3% -$37.9K 0.27% 100
2015
Q3 		$1.1M Hold
24,884
– – 0.29% 101
2015
Q2 		$1.21M Buy
24,884
+2
+0% +$99 0.3% 95
2015
Q1 		$1.22M Buy
24,882
+244
+1% +$11.6K 0.32% 86
2014
Q4 		$1.15M Sell
24,638
-1,068
-4% -$48.3K 0.32% 89
2014
Q3 		$1.14M Buy
25,706
+2
+0% +$89 0.33% 77
2014
Q2 		$1.15M Buy
25,704
+2
+0% +$86 0.34% 77
2014
Q1 		$1.1M Hold
25,702
– – 0.35% 67
2013
Q4 		$1.08M Buy
25,702
+1,064
+4% +$43K 0.36% 65
2013
Q3 		$963K Buy
24,638
+2
+0% +$76 0.35% 61
2013
Q2 		$884K Buy
+24,636
New +$881K 0.35% 63

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

GHP Investment Advisors's IWP Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.7% in Q2 2026, selling an estimated $212K and leaving 56,070 shares worth $8.21M. The position accounts for 0.3% of the portfolio, ranked #111.

GHP Investment Advisors first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.33M in Q2 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • GHP Investment Advisors held 56,070 shares of iShares Russell Mid-Cap Growth ETF worth $8.21M as of Q2 2026.
  • GHP Investment Advisors sold 1,536 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $212K.
  • iShares Russell Mid-Cap Growth ETF made up 0.3% of GHP Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • GHP Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $9.33M in Q2 2021.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.