Heritage Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Heritage Wealth 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 Q1	$448K	Sell	3,500 -2,152	-38%	-$291K	0.02%	139
2025 Q4	$774K	Hold	5,652	–	–	0.03%	121
2025 Q3	$805K	Hold	5,652	–	–	0.04%	97
2025 Q2	$784K	Hold	5,652	–	–	0.04%	100
2025 Q1	$664K	Sell	5,652 -782	-12%	-$101K	0.03%	102
2024 Q4	$816K	Hold	6,434	–	–	0.04%	95
2024 Q3	$755K	Hold	6,434	–	–	0.04%	107
2024 Q2	$710K	Hold	6,434	–	–	0.03%	105
2024 Q1	$734K	Hold	6,434	–	–	0.03%	115
2023 Q4	$672K	Hold	6,434	–	–	0.03%	116
2023 Q3	$588K	Sell	6,434 -61	-0.9%	-$5.83K	0.03%	119
2023 Q2	$628K	Hold	6,495	–	–	0.03%	115
2023 Q1	$591K	Sell	6,495 -3,500	-35%	-$312K	0.03%	115
2022 Q4	$836K	Hold	9,995	–	–	0.05%	93
2022 Q3	$784K	Hold	9,995	–	–	0.06%	89
2022 Q2	$792K	Hold	9,995	–	–	0.06%	91
2022 Q1	$1M	Hold	9,995	–	–	0.06%	84
2021 Q4	$1.15M	Buy	9,995 +61	+0.6%	+$7.11K	0.06%	87
2021 Q3	$1.11M	Hold	9,934	–	–	0.07%	78
2021 Q2	$1.12M	Hold	9,934	–	–	0.07%	79
2021 Q1	$1.01M	Hold	9,934	–	–	0.06%	84
2020 Q4	$1.02M	Hold	9,934	–	–	0.06%	87
2020 Q3	$859K	Hold	9,934	–	–	0.11%	65
2020 Q2	$785K	Sell	9,934 -248	-2%	-$18K	0.11%	65
2020 Q1	$619K	Hold	10,182	–	–	0.11%	72
2019 Q4	$777K	Hold	10,182	–	–	0.1%	77
2019 Q3	$719K	Buy	10,182 +2,152	+27%	+$155K	0.11%	79
2019 Q2	$572K	Hold	8,030	–	–	0.09%	82
2019 Q1	$545K	Hold	8,030	–	–	0.09%	74
2018 Q4	$456K	Hold	8,030	–	–	0.09%	80
2018 Q3	$544K	Hold	8,030	–	–	0.11%	73
2018 Q2	$509K	Hold	8,030	–	–	0.19%	71
2018 Q1	$493K	Hold	8,030	–	–	0.2%	68
2017 Q4	$484K	Hold	8,030	–	–	0.21%	67
2017 Q3	$454K	Hold	8,030	–	–	0.23%	62
2017 Q2	$434K	Hold	8,030	–	–	0.22%	62
2017 Q1	$416K	Hold	8,030	–	–	0.22%	62
2016 Q4	$391K	Hold	8,030	–	–	0.26%	52
2016 Q3	$391K	Hold	8,030	–	–	0.27%	51
2016 Q2	$376K	Hold	8,030	–	–	0.25%	54
2016 Q1	$370K	Hold	8,030	–	–	0.29%	48
2015 Q4	$369K	Hold	8,030	–	–	0.31%	51
2015 Q3	$356K	Hold	8,030	–	–	0.31%	48
2015 Q2	$389K	Hold	8,030	–	–	0.32%	59
2015 Q1	$393K	Hold	8,030	–	–	0.32%	57
2014 Q4	$374K	Sell	8,030 -200	-2%	-$9.04K	0.33%	62
2014 Q3	$363K	Hold	8,230	–	–	0.38%	51
2014 Q2	$368K	Hold	8,230	–	–	0.39%	46
2014 Q1	$353K	Hold	8,230	–	–	0.41%	44
2013 Q4	$347K	Buy	+8,230	New	+$333K	0.44%	46

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Heritage Wealth Advisors's IWP Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 38% in Q1 2026, selling an estimated $291K and leaving 3,500 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #139.

Heritage Wealth Advisors first reported a position in IWP in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.15M in Q4 2021. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Heritage Wealth Advisors held 3,500 shares of iShares Russell Mid-Cap Growth ETF worth $448K as of Q1 2026.
Heritage Wealth Advisors sold 2,152 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $291K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #139 holding.
Heritage Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
Heritage Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.15M in Q4 2021.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.