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Great Valley Advisor Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Great Valley Advisor Group’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 		$5.39M Sell
36,800
-242
-0.7% -$33.4K 0.09% 211
2026
Q1 		$4.75M Buy
37,042
+714
+2% +$96.6K 0.09% 203
2025
Q4 		$4.97M Sell
36,328
-178
-0.5% -$24.9K 0.1% 191
2025
Q3 		$5.2M Sell
36,506
-387
-1% -$54.7K 0.1% 175
2025
Q2 		$5.12M Sell
36,893
-31
-0.1% -$3.92K 0.11% 171
2025
Q1 		$4.34M Sell
36,924
-628
-2% -$80.7K 0.09% 190
2024
Q4 		$4.76M Sell
37,552
-10,756
-22% -$1.37M 0.11% 179
2024
Q3 		$5.67M Buy
48,308
+1,597
+3% +$179K 0.14% 157
2024
Q2 		$5.15M Buy
46,711
+2,185
+5% +$240K 0.14% 155
2024
Q1 		$5.08M Sell
44,526
-905
-2% -$97.9K 0.15% 145
2023
Q4 		$4.75M Sell
45,431
-2,491
-5% -$236K 0.17% 146
2023
Q3 		$4.38M Buy
47,922
+611
+1% +$58.4K 0.18% 138
2023
Q2 		$4.57M Buy
47,311
+1,849
+4% +$169K 0.19% 132
2023
Q1 		$4.14M Buy
45,462
+1,256
+3% +$112K 0.19% 133
2022
Q4 		$3.7M Buy
44,206
+1,302
+3% +$110K 0.19% 135
2022
Q3 		$3.36M Buy
42,904
+441
+1% +$38K 0.19% 137
2022
Q2 		$3.36M Buy
42,463
+1,075
+3% +$93.6K 0.18% 140
2022
Q1 		$4.71M Buy
41,388
+2,291
+6% +$228K 0.27% 93
2021
Q4 		$4.39M Hold
39,097
– – 0.27% 96
2021
Q3 		$4.38M Buy
39,097
+2,674
+7% +$308K 0.3% 86
2021
Q2 		$3.76M Hold
36,423
– – 0.28% 96
2021
Q1 		$3.72M Buy
36,423
+386
+1% +$40.4K 0.36% 64
2020
Q4 		$3.7M Buy
36,037
+2,001
+6% +$190K 0.38% 61
2020
Q3 		$2.94M Buy
34,036
+338
+1% +$28.5K 0.36% 64
2020
Q2 		$2.66M Buy
33,698
+27,744
+466% +$2.01M 0.44% 57
2020
Q1 		$362K Sell
5,954
-7,490
-56% -$546K 0.1% 218
2019
Q4 		$1.03M Sell
13,444
-4,658
-26% -$341K 0.23% 132
2019
Q3 		$1.28M Sell
18,102
-3,582
-17% -$257K 0.31% 96
2019
Q2 		$1.55M Sell
21,684
-22,866
-51% -$1.59M 0.39% 82
2019
Q1 		$3.02M Sell
44,550
-63,306
-59% -$4.06M 0.96% 23
2018
Q4 		$5.77M Buy
+107,856
New +$6.56M 2.15% 6

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

Great Valley Advisor Group's IWP Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.65% in Q2 2026, selling an estimated $33.4K and leaving 36,800 shares worth $5.39M. The position accounts for 0.09% of the portfolio, ranked #211.

Great Valley Advisor Group first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.77M in Q4 2018. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Great Valley Advisor Group held 36,800 shares of iShares Russell Mid-Cap Growth ETF worth $5.39M as of Q2 2026.
  • Great Valley Advisor Group sold 242 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $33.4K.
  • iShares Russell Mid-Cap Growth ETF made up 0.09% of Great Valley Advisor Group's portfolio in Q2 2026, its #211 holding.
  • Great Valley Advisor Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's iShares Russell Mid-Cap Growth ETF position peaked at $5.77M in Q4 2018.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.