J.W. Cole Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

J.W. Cole 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	$8.4M	Buy	+57,373	New	+$7.91M	0.14%	147
2026 Q1	–	Sell	-55,923	Closed	-$7.2M	–	1127
2025 Q4	$7.2M	Sell	55,923 -6,389	-10%	-$893K	0.17%	117
2025 Q3	$8.87M	Sell	62,312 -6,487	-9%	-$917K	0.17%	119
2025 Q2	$9.54M	Buy	68,799 +3,043	+5%	+$385K	0.2%	106
2025 Q1	$7.73M	Buy	65,756 +1,405	+2%	+$181K	0.24%	82
2024 Q4	$8.16M	Sell	64,351 -592	-0.9%	-$75.3K	0.33%	59
2024 Q3	$7.62M	Buy	64,943 +1,660	+3%	+$186K	0.32%	61
2024 Q2	$6.98M	Sell	63,283 -1,634	-3%	-$180K	0.33%	60
2024 Q1	$7.41M	Sell	64,917 -1,076	-2%	-$116K	0.37%	50
2023 Q4	$6.89M	Buy	65,993 +2,492	+4%	+$236K	0.4%	49
2023 Q3	$5.8M	Buy	63,501 +1,194	+2%	+$114K	0.43%	45
2023 Q2	$6.02M	Buy	62,307 +1,482	+2%	+$135K	0.43%	45
2023 Q1	$5.54M	Buy	60,825 +1,870	+3%	+$167K	0.39%	54
2022 Q4	$4.93M	Sell	58,955 -1,597	-3%	-$134K	0.38%	62
2022 Q3	$4.75M	Buy	60,552 +5,927	+11%	+$510K	0.4%	55
2022 Q2	$4.33M	Buy	54,625 +4,586	+9%	+$399K	0.35%	62
2022 Q1	$5.03M	Buy	50,039 +8,416	+20%	+$838K	0.34%	62
2021 Q4	$4.8M	Buy	+41,623	New	+$4.85M	0.31%	71
2021 Q3	–	Sell	-33,620	Closed	-$3.81M	–	617
2021 Q2	$3.81M	Buy	33,620 +15,949	+90%	+$1.7M	0.3%	78
2021 Q1	$1.8M	Buy	17,671 +4,017	+29%	+$420K	0.17%	142
2020 Q4	$1.4M	Buy	13,654 +10,204	+296%	+$971K	0.15%	168
2020 Q3	$298K	Buy	+3,450	New	+$291K	0.02%	546
2020 Q1	–	Sell	-5,572	Closed	-$425K	–	310
2019 Q4	$425K	Buy	+5,572	New	+$408K	0.05%	335

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

J.W. Cole Advisors's IWP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 57,373 shares worth $8.4M. The stake represents 0.14% of the portfolio and ranks #147 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWP as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IWP in Q4 2019 and has held it in 23 quarters since. The position peaked at $9.54M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

J.W. Cole Advisors held 57,373 shares of iShares Russell Mid-Cap Growth ETF worth $8.4M as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.14% of J.W. Cole Advisors's portfolio in Q2 2026, its #147 holding.
J.W. Cole Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
J.W. Cole Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $9.54M in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.