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

Icon 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 Q2	$614K	Hold	4,192	–	–	0.04%	257
2026 Q1	$559K	Sell	4,192 -3	-0.1%	-$406	0.04%	245
2025 Q4	$575K	Hold	4,195	–	–	0.04%	240
2025 Q3	$597K	Buy	4,195 +1	+0%	+$141	0.04%	239
2025 Q2	$582K	Buy	4,194 +1	+0%	+$127	0.04%	236
2025 Q1	$493K	Hold	4,193	–	–	0.04%	219
2024 Q4	$531K	Sell	4,193 -17	-0.4%	-$2.16K	0.04%	209
2024 Q3	$494K	Buy	4,210 +1	+0%	+$112	0.04%	209
2024 Q2	$467K	Hold	4,209	–	–	0.04%	217
2024 Q1	$480K	Buy	4,209 +1	+0%	+$108	0.04%	217
2023 Q4	$440K	Buy	+4,208	New	+$399K	0.05%	208
2022 Q4	$354K	Hold	4,234	–	–	0.04%	227
2022 Q3	$332K	Buy	+4,234	New	+$364K	0.04%	228

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

Icon Wealth Advisors's IWP Position: Q2 2026 in Review

Icon Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 4,192 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #257.

Icon Wealth Advisors first reported a position in IWP in Q3 2022 and has held it in 13 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Icon Wealth Advisors held 4,192 shares of iShares Russell Mid-Cap Growth ETF worth $614K as of Q2 2026.
Icon Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #257 holding.
Icon Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 13 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.