Global Wealth Management Investment Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Global Wealth Management Investment Advisory’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	$380K	Buy	2,596 +256	+11%	+$35.3K	0.05%	126
2026 Q1	$300K	Buy	2,340 +405	+21%	+$54.8K	0.05%	130
2025 Q4	$265K	Sell	1,935 -268	-12%	-$37.5K	0.04%	135
2025 Q3	$314K	Sell	2,203 -1,637	-43%	-$231K	0.05%	128
2025 Q2	$533K	Sell	3,840 -595	-13%	-$75.3K	0.1%	118
2025 Q1	$521K	Sell	4,435 -446	-9%	-$57.3K	0.1%	114
2024 Q4	$619K	Sell	4,881 -996	-17%	-$127K	0.13%	109
2024 Q3	$689K	Sell	5,877 -907	-13%	-$101K	0.15%	106
2024 Q2	$749K	Buy	6,784 +397	+6%	+$43.6K	0.17%	97
2024 Q1	$729K	Sell	6,387 -550	-8%	-$59.5K	0.18%	97
2023 Q4	$725K	Buy	6,937 +3,007	+77%	+$285K	0.19%	97
2023 Q3	$359K	Sell	3,930 -1,936	-33%	-$185K	0.1%	121
2023 Q2	$567K	Sell	5,866 -1,212	-17%	-$110K	0.16%	106
2023 Q1	$644K	Sell	7,078 -785	-10%	-$70.1K	0.19%	100
2022 Q4	$657K	Sell	7,863 -1,221	-13%	-$103K	0.21%	93
2022 Q3	$712K	Buy	9,084 +2,609	+40%	+$225K	0.25%	90
2022 Q2	$513K	Sell	6,475 -3,441	-35%	-$300K	0.17%	100
2022 Q1	$997K	Sell	9,916 -3,537	-26%	-$352K	0.3%	83
2021 Q4	$1.55M	Sell	13,453 -1,457	-10%	-$170K	0.47%	68
2021 Q3	$1.67M	Sell	14,910 -4,515	-23%	-$519K	0.53%	69
2021 Q2	$2.2M	Sell	19,425 -224	-1%	-$23.9K	0.73%	50
2021 Q1	$2M	Sell	19,649 -161	-0.8%	-$16.8K	0.72%	47
2020 Q4	$2.03M	Sell	19,810 -1,418	-7%	-$135K	0.79%	45
2020 Q3	$1.83M	Sell	21,228 -4,022	-16%	-$339K	0.79%	43
2020 Q2	$2M	Sell	25,250 -1,328	-5%	-$96.3K	0.85%	40
2020 Q1	$1.62M	Sell	26,578 -748	-3%	-$54.5K	0.81%	48
2019 Q4	$2.08M	Sell	27,326 -718	-3%	-$52.6K	0.88%	40
2019 Q3	$1.98M	Sell	28,044 -5,190	-16%	-$373K	0.91%	39
2019 Q2	$2.37M	Buy	33,234 +1,838	+6%	+$128K	1.15%	31
2019 Q1	$2.13M	Buy	31,396 +594	+2%	+$38.1K	1.11%	33
2018 Q4	$1.75M	Buy	+30,802	New	+$1.87M	1.02%	33

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

Global Wealth Management Investment Advisory's IWP Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, buying an estimated $35.3K and bringing the position to 2,596 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #126.

Global Wealth Management Investment Advisory first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.37M in Q2 2019. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Global Wealth Management Investment Advisory held 2,596 shares of iShares Russell Mid-Cap Growth ETF worth $380K as of Q2 2026.
Global Wealth Management Investment Advisory bought 256 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $35.3K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #126 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $2.37M in Q2 2019.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.