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Global Wealth Strategies & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Global Wealth Strategies & Associates’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 		$763K Sell
5,210
-108
-2% -$14.9K 0.14% 43
2026
Q1 		$681K Buy
5,318
+12
+0.2% +$1.62K 0.17% 36
2025
Q4 		$727K Sell
5,306
-382
-7% -$53.4K 0.18% 30
2025
Q3 		$810K Sell
5,688
-264
-4% -$37.3K 0.21% 28
2025
Q2 		$825K Sell
5,952
-142
-2% -$18K 0.24% 26
2025
Q1 		$716K Sell
6,094
-183
-3% -$23.5K 0.22% 26
2024
Q4 		$796K Sell
6,277
-21
-0.3% -$2.67K 0.25% 26
2024
Q3 		$739K Hold
6,298
– – 0.24% 24
2024
Q2 		$695K Sell
6,298
-75
-1% -$8.24K 0.25% 22
2024
Q1 		$727K Sell
6,373
-198
-3% -$21.4K 0.27% 24
2023
Q4 		$686K Sell
6,571
-100
-1% -$9.48K 0.29% 21
2023
Q3 		$609K Sell
6,671
-145
-2% -$13.9K 0.28% 29
2023
Q2 		$659K Sell
6,816
-119
-2% -$10.8K 0.31% 27
2023
Q1 		$631K Sell
6,935
-1,055
-13% -$94.2K 0.33% 26
2022
Q4 		$668K Buy
+7,990
New +$672K 0.39% 29

Other funds holding IWP

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Global Wealth Strategies & Associates's IWP Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2% in Q2 2026, selling an estimated $14.9K and leaving 5,210 shares worth $763K. The position accounts for 0.14% of the portfolio, ranked #43.

Global Wealth Strategies & Associates first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $825K in Q2 2025. 444 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Global Wealth Strategies & Associates held 5,210 shares of iShares Russell Mid-Cap Growth ETF worth $763K as of Q2 2026.
  • Global Wealth Strategies & Associates sold 108 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.9K.
  • iShares Russell Mid-Cap Growth ETF made up 0.14% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #43 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Global Wealth Strategies & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $825K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.