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

Glen Eagle 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	$9.66K	Buy	+66	New	+$9.1K	﹤0.01%	711
2022 Q4	–	Sell	-212	Closed	-$16.6K	–	1164
2022 Q3	$16.6K	Hold	212	–	–	﹤0.01%	514
2022 Q2	$16.8K	Hold	212	–	–	﹤0.01%	538
2022 Q1	$21.3K	Hold	212	–	–	0.01%	506
2021 Q4	$24.4K	Hold	212	–	–	0.01%	485
2021 Q3	$23.8K	Hold	212	–	–	0.01%	526
2021 Q2	$24K	Hold	212	–	–	0.01%	521
2021 Q1	$21.6K	Hold	212	–	–	0.01%	508
2020 Q4	$21.8K	Hold	212	–	–	0.01%	485
2020 Q3	$18.3K	Hold	212	–	–	0.01%	480
2020 Q2	$16.8K	Hold	212	–	–	0.01%	471
2020 Q1	$12.9K	Sell	212 -20	-9%	-$1.46K	0.01%	474
2019 Q4	$17.7K	Hold	232	–	–	0.01%	486
2019 Q3	$16.4K	Hold	232	–	–	0.01%	432
2019 Q2	$16.5K	Hold	232	–	–	0.01%	425
2019 Q1	$15.7K	Hold	232	–	–	0.01%	414
2018 Q4	$13.2K	Hold	232	–	–	0.01%	419
2018 Q3	$15.7K	Hold	232	–	–	0.01%	406
2018 Q2	$14.7K	Hold	232	–	–	0.01%	403
2018 Q1	$14.3K	Buy	232 +170	+274%	+$10.6K	0.01%	384
2017 Q4	$3.74K	Sell	62 -20	-24%	-$1.18K	﹤0.01%	539
2017 Q3	$4.64K	Hold	82	–	–	﹤0.01%	526
2017 Q2	$4.43K	Hold	82	–	–	﹤0.01%	488
2017 Q1	$4.25K	Hold	82	–	–	﹤0.01%	471
2016 Q4	$3.99K	Buy	+82	New	+$3.95K	﹤0.01%	460

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

Glen Eagle Advisors's IWP Position: Q2 2026 in Review

Glen Eagle Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 66 shares worth $9.66K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Glen Eagle Advisors previously reported a position in IWP as recently as Q3 2022.

Glen Eagle Advisors first reported a position in IWP in Q4 2016 and has held it in 25 quarters since. The position peaked at $24.4K in Q4 2021. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Glen Eagle Advisors held 66 shares of iShares Russell Mid-Cap Growth ETF worth $9.66K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Glen Eagle Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #711 holding.
Glen Eagle Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 25 quarters since.
Glen Eagle Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $24.4K in Q4 2021.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.