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

Invested 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 		– Sell
-3,252
Closed -$417K – 159
2026
Q1 		$417K Buy
3,252
+469
+17% +$63.5K 0.42% 69
2025
Q4 		$381K Buy
2,783
+465
+20% +$65K 0.39% 74
2025
Q3 		$298K Buy
+2,318
New +$328K 0.43% 66

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Portfolio Solutions
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Invested Advisors's IWP Position: Q2 2026 in Review

Invested Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 3,252 shares — an estimated $417K sold.

Invested Advisors first reported a position in IWP in Q3 2025 and held it in 3 quarters. The position peaked at $417K in Q1 2026. 708 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Invested Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Invested Advisors sold 3,252 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $417K.
  • Invested Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 3 quarters.
  • Invested Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $417K in Q1 2026.
  • 708 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.