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

IFP 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	$12.9M	Buy	88,152 +9,016	+11%	+$1.24M	0.23%	87
2026 Q1	$10.1M	Buy	79,136 +5,049	+7%	+$683K	0.21%	102
2025 Q4	$10.1M	Buy	74,087 +3,434	+5%	+$480K	0.23%	86
2025 Q3	$10.1M	Sell	70,653 -599	-0.8%	-$84.6K	0.26%	73
2025 Q2	$9.88M	Buy	71,252 +2,058	+3%	+$260K	0.28%	69
2025 Q1	$8.13M	Buy	69,194 +4,157	+6%	+$534K	0.25%	86
2024 Q4	$8.24M	Buy	65,037 +32,434	+99%	+$4.12M	0.27%	72
2024 Q3	$3.82M	Buy	32,603 +3,269	+11%	+$366K	0.14%	156
2024 Q2	$3.24M	Buy	29,334 +4,921	+20%	+$541K	0.13%	160
2024 Q1	$2.79M	Buy	24,413 +2,967	+14%	+$321K	0.12%	181
2023 Q4	$2.24M	Buy	21,446 +765	+4%	+$72.5K	0.11%	213
2023 Q3	$1.89M	Buy	20,681 +699	+3%	+$66.8K	0.08%	244
2023 Q2	$1.93M	Sell	19,982 -2,971	-13%	-$271K	0.08%	260
2023 Q1	$2.82M	Sell	22,953 -20,062	-47%	-$1.79M	0.12%	171
2022 Q4	$5.3M	Buy	43,015 +14,552	+51%	+$1.22M	0.14%	135
2022 Q3	$3.57M	Sell	28,463 -1,999	-7%	-$172K	0.09%	234
2022 Q2	$3.75M	Hold	30,462	–	–	0.12%	189
2022 Q1	$3.75M	Buy	30,462 +26,549	+678%	+$2.64M	0.12%	189
2021 Q4	$453K	Sell	3,913 -2,257	-37%	-$263K	0.01%	631
2021 Q3	$691K	Buy	6,170 +252	+4%	+$29K	0.01%	494
2021 Q2	$669K	Hold	5,918	–	–	0.01%	471
2021 Q1	$601K	Sell	5,918 -6,385	-52%	-$668K	0.01%	467
2020 Q4	$1.26M	Sell	12,303 -3,101	-20%	-$295K	0.05%	293
2020 Q3	$1.34M	Buy	15,404 +10,052	+188%	+$848K	0.08%	237
2020 Q2	$418K	Sell	5,352 -168	-3%	-$12.2K	0.03%	456
2020 Q1	$344K	Sell	5,520 -288	-5%	-$21K	0.03%	425
2019 Q4	$444K	Sell	5,808 -16,496	-74%	-$1.21M	0.03%	451
2019 Q3	$1.56M	Buy	+22,304	New	+$1.6M	0.1%	219
2019 Q1	$493K	Sell	7,262 -11,936	-62%	-$766K	0.07%	294
2018 Q4	$1.08M	Sell	19,198 -3,838	-17%	-$233K	0.07%	336
2018 Q3	$1.56M	Sell	23,036 -31,710	-58%	-$2.11M	0.06%	313
2018 Q2	$3.47M	Buy	54,746 +4,170	+8%	+$262K	0.15%	160
2018 Q1	$3.05M	Hold	50,576	–	–	0.14%	168
2017 Q4	$3.05M	Buy	50,576 +746	+1%	+$43.8K	0.14%	168
2017 Q3	$2.82M	Buy	49,830 +338	+0.7%	+$18.5K	0.11%	198
2017 Q2	$2.67M	Buy	49,492 +3,738	+8%	+$199K	0.11%	205
2017 Q1	$2.37M	Buy	45,754 +6,528	+17%	+$333K	0.1%	216
2016 Q4	$1.91M	Sell	39,226 -3,350	-8%	-$161K	0.09%	239
2016 Q3	$2.07M	Buy	42,576 +1,552	+4%	+$75.3K	0.11%	215
2016 Q2	$1.92M	Buy	41,024 +33,762	+465%	+$1.56M	0.11%	216
2016 Q1	$493K	Sell	7,262 -32,036	-82%	-$1.38M	0.07%	294
2015 Q4	$1.81M	Buy	+39,298	New	+$1.83M	0.12%	180

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

IFP Advisors's IWP Position: Q2 2026 in Review

IFP Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, buying an estimated $1.24M and bringing the position to 88,152 shares worth $12.9M. The position accounts for 0.23% of the portfolio, ranked #87.

IFP Advisors first reported a position in IWP in Q4 2015 and has held it in 42 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

IFP Advisors held 88,152 shares of iShares Russell Mid-Cap Growth ETF worth $12.9M as of Q2 2026.
IFP Advisors bought 9,016 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.24M.
iShares Russell Mid-Cap Growth ETF made up 0.23% of IFP Advisors's portfolio in Q2 2026, its #87 holding.
IFP Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 42 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.