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

Integrated Advisors Network’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	–	Sell	-4,119	Closed	-$564K	–	737
2025 Q4	$564K	Buy	4,119 +71	+2%	+$9.92K	0.03%	449
2025 Q3	$577K	Hold	4,048	–	–	0.02%	472
2025 Q2	$561K	Hold	4,048	–	–	0.03%	473
2025 Q1	$476K	Buy	4,048 +1	+0%	+$129	0.02%	472
2024 Q4	$513K	Hold	4,047	–	–	0.02%	445
2024 Q3	$475K	Buy	4,047 +1	+0%	+$112	0.02%	486
2024 Q2	$447K	Hold	4,046	–	–	0.02%	476
2024 Q1	$462K	Sell	4,046 -653	-14%	-$70.6K	0.02%	481
2023 Q4	$491K	Buy	4,699 +814	+21%	+$77.2K	0.03%	437
2023 Q3	$355K	Sell	3,885 -916	-19%	-$87.6K	0.02%	506
2023 Q2	$464K	Sell	4,801 -29	-0.6%	-$2.64K	0.03%	448
2023 Q1	$440K	Buy	4,830 +4	+0.1%	+$357	0.03%	470
2022 Q4	$403K	Sell	4,826 -3,588	-43%	-$302K	0.03%	458
2022 Q3	$660K	Sell	8,414 -11	-0.1%	-$947	0.04%	344
2022 Q2	$667K	Sell	8,425 -917	-10%	-$79.9K	0.04%	356
2022 Q1	$939K	Buy	9,342 +900	+11%	+$89.6K	0.06%	319
2021 Q4	$973K	Sell	8,442 -24	-0.3%	-$2.8K	0.06%	292
2021 Q3	$949K	Buy	8,466 +3,641	+75%	+$419K	0.06%	266
2021 Q2	$546K	Buy	4,825 +1,541	+47%	+$165K	0.04%	342
2021 Q1	$335K	Buy	3,284 +260	+9%	+$27.2K	0.03%	402
2020 Q4	$310K	Buy	3,024 +86	+3%	+$8.18K	0.03%	383
2020 Q3	$254K	Buy	+2,938	New	+$248K	0.03%	366
2020 Q1	–	Sell	-4,296	Closed	-$328K	–	411
2019 Q4	$328K	Buy	+4,296	New	+$315K	0.04%	305

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Integrated Advisors Network's IWP Position: Q1 2026 in Review

Integrated Advisors Network sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 4,119 shares — an estimated $564K sold.

Integrated Advisors Network first reported a position in IWP in Q4 2019 and held it in 23 quarters. The position peaked at $973K in Q4 2021. 1,181 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Integrated Advisors Network reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Integrated Advisors Network sold 4,119 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $564K.
Integrated Advisors Network first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 23 quarters.
Integrated Advisors Network's iShares Russell Mid-Cap Growth ETF position peaked at $973K in Q4 2021.
1,181 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.