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

IFC 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	$1.89M	Hold	12,900	–	–	0.24%	66
2026 Q1	$1.65M	Sell	12,900 -1,271	-9%	-$172K	0.24%	66
2025 Q4	$1.94M	Hold	14,171	–	–	0.28%	58
2025 Q3	$2.02M	Sell	14,171 -137	-1%	-$19.4K	0.37%	57
2025 Q2	$1.98M	Hold	14,308	–	–	0.37%	54
2025 Q1	$1.68M	Hold	14,308	–	–	0.35%	57
2024 Q4	$1.81M	Buy	+14,308	New	+$1.82M	0.4%	51

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

IFC Advisors's IWP Position: Q2 2026 in Review

IFC Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 12,900 shares worth $1.89M. The position accounts for 0.24% of the portfolio, ranked #66.

IFC Advisors first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

IFC Advisors held 12,900 shares of iShares Russell Mid-Cap Growth ETF worth $1.89M as of Q2 2026.
IFC Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.24% of IFC Advisors's portfolio in Q2 2026, its #66 holding.
IFC Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
IFC Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $2.02M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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