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Investment Research & Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Investment Research & Advisory Group’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 		$21.2K Buy
+145
New +$20K 0.01% 196
2021
Q1 		– Sell
-146
Closed -$15K – 145
2020
Q4 		$15K Buy
+146
New +$13.9K 0.01% 122

Other funds holding IWP

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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Investment Research & Advisory Group's IWP Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 145 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in IWP as recently as Q4 2020.

Investment Research & Advisory Group first reported a position in IWP in Q4 2020 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Investment Research & Advisory Group held 145 shares of iShares Russell Mid-Cap Growth ETF worth $21.2K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Investment Research & Advisory Group position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #196 holding.
  • Investment Research & Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.