Holland Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Holland Advisory Services’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	$1.18M	Sell	8,044 -781	-9%	-$108K	1.3%	12
2026 Q1	$1.13M	Buy	8,825 +3	+0%	+$406	1.51%	9
2025 Q4	$1.21M	Sell	8,822 -50	-0.6%	-$6.99K	1.63%	8
2025 Q3	$1.26M	Sell	8,872 -43	-0.5%	-$6.08K	1.74%	7
2025 Q2	$1.24M	Sell	8,915 -67	-0.7%	-$8.48K	1.81%	8
2025 Q1	$1.06M	Buy	8,982 +36	+0.4%	+$4.63K	1.6%	8
2024 Q4	$1.13M	Buy	8,946 +8	+0.1%	+$1.02K	1.48%	8
2024 Q3	$1.05M	Sell	8,938 -34	-0.4%	-$3.8K	1.37%	9
2024 Q2	$990K	Buy	8,972 +8	+0.1%	+$879	1.22%	10
2024 Q1	$1.02M	Sell	8,964 -1,032	-10%	-$112K	1.12%	11
2023 Q4	$1.04M	Sell	9,996 -3	-0%	-$284	1.2%	11
2023 Q3	$913K	Sell	9,999 -331	-3%	-$31.6K	1.16%	9
2023 Q2	$998K	Sell	10,330 -140	-1%	-$12.8K	1.27%	8
2023 Q1	$953K	Buy	10,470 +15	+0.1%	+$1.34K	1.12%	10
2022 Q4	$874K	Sell	10,455 -1,206	-10%	-$101K	1.04%	8
2022 Q3	$915K	Sell	11,661 -4,615	-28%	-$397K	1.13%	12
2022 Q2	$1.29M	Sell	16,276 -16,286	-50%	-$1.42M	1.54%	14
2022 Q1	$3.27M	Buy	32,562 +403	+1%	+$40.1K	3.8%	10
2021 Q4	$3.71M	Buy	+32,159	New	+$3.75M	4.28%	10

Other funds holding IWP

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Holland Advisory Services's IWP Position: Q2 2026 in Review

Holland Advisory Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.8% in Q2 2026, selling an estimated $108K and leaving 8,044 shares worth $1.18M. The position accounts for 1.3% of the portfolio, ranked #12.

Holland Advisory Services first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q4 2021. 295 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Holland Advisory Services held 8,044 shares of iShares Russell Mid-Cap Growth ETF worth $1.18M as of Q2 2026.
Holland Advisory Services sold 781 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $108K.
iShares Russell Mid-Cap Growth ETF made up 1.3% of Holland Advisory Services's portfolio in Q2 2026, its #12 holding.
Holland Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Holland Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $3.71M in Q4 2021.
295 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.