Janney Montgomery Scott
IWP icon

Janney Montgomery Scott’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Janney Montgomery Scott’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 		$9.92M Sell
67,739
-5,414
-7% -$746K 0.02% 680
2026
Q1 		$9.37M Sell
73,153
-5,427
-7% -$734K 0.02% 612
2025
Q4 		$10.8M Buy
78,580
+11,507
+17% +$1.61M 0.02% 593
2025
Q3 		$9.55M Sell
67,073
-1,510
-2% -$213K 0.02% 633
2025
Q2 		$9.51M Sell
68,583
-1,937
-3% -$245K 0.02% 584
2025
Q1 		$8.29M Sell
70,520
-2,463
-3% -$317K 0.02% 595
2024
Q4 		$9.25M Buy
+72,983
New +$9.28M 0.03% 556
2024
Q3 		– Sell
-73,832
Closed -$8.15M – 2760
2024
Q2 		$8.15M Buy
73,832
+141
+0.2% +$15.5K 0.02% 570
2024
Q1 		$8.41M Sell
73,691
-13,249
-15% -$1.43M 0.03% 586
2023
Q4 		$9.08M Sell
86,940
-1,020
-1% -$96.7K 0.03% 531
2023
Q3 		$8.04M Buy
87,960
+1,292
+1% +$124K 0.03% 508
2023
Q2 		$8.38M Buy
86,668
+15,511
+22% +$1.41M 0.03% 527
2023
Q1 		$6.48M Sell
71,157
-17,258
-20% -$1.54M 0.03% 549
2022
Q4 		$7.39M Buy
88,415
+20,846
+31% +$1.75M 0.03% 531
2022
Q3 		$5.3M Sell
67,569
-3,318
-5% -$286K 0.02% 606
2022
Q2 		$5.72M Sell
70,887
-287
-0.4% -$25K 0.03% 555
2022
Q1 		$7.15M Sell
71,174
-1,677
-2% -$167K 0.03% 480
2021
Q4 		$8.39M Sell
72,851
-9,695
-12% -$1.13M 0.03% 453
2021
Q3 		$9.25M Buy
82,546
+8,129
+11% +$935K 0.04% 395
2021
Q2 		$8.42M Buy
74,417
+1,155
+2% +$123K 0.04% 415
2021
Q1 		$7.48M Buy
73,262
+6,123
+9% +$640K 0.04% 411
2020
Q4 		$6.89M Buy
67,139
+1,847
+3% +$176K 0.03% 439
2020
Q3 		$5.64M Buy
65,292
+2,226
+4% +$188K 0.03% 448
2020
Q2 		$4.99M Sell
63,066
-19,432
-24% -$1.41M 0.03% 453
2020
Q1 		$5.02M Buy
82,498
+5,232
+7% +$381K 0.04% 395
2019
Q4 		$5.89M Buy
77,266
+234
+0.3% +$17.2K 0.04% 411
2019
Q3 		$5.44M Sell
77,032
-11,030
-13% -$793K 0.04% 409
2019
Q2 		$6.28M Buy
88,062
+14,080
+19% +$979K 0.05% 366
2019
Q1 		$5.02M Sell
73,982
-114,982
-61% -$7.38M 0.04% 401
2018
Q4 		$10.7M Buy
188,964
+116,364
+160% +$7.08M 0.1% 217
2018
Q3 		$4.92M Buy
72,600
+844
+1% +$56.1K 0.04% 410
2018
Q2 		$4.55M Sell
71,756
-19,102
-21% -$1.2M 0.04% 398
2018
Q1 		$5.59M Sell
90,858
-27,420
-23% -$1.71M 0.06% 343
2017
Q4 		$7.13M Buy
118,278
+48,464
+69% +$2.85M 0.07% 279
2017
Q3 		$3.95M Sell
69,814
-57,588
-45% -$3.16M 0.05% 397
2017
Q2 		$6.88M Buy
127,402
+57,994
+84% +$3.09M 0.09% 254
2017
Q1 		$3.6M Sell
69,408
-1,208
-2% -$61.7K 0.05% 375
2016
Q4 		$3.44M Buy
70,616
+22,586
+47% +$1.09M 0.05% 348
2016
Q3 		$2.34M Sell
48,030
-42,726
-47% -$2.07M 0.04% 395
2016
Q2 		$4.25M Buy
90,756
+44,750
+97% +$2.07M 0.09% 185
2016
Q1 		$2.12M Sell
46,006
-20,946
-31% -$905K 0.06% 316
2015
Q4 		$3.08M Buy
66,952
+42,422
+173% +$1.97M 0.08% 264
2015
Q3 		$1.09M Buy
24,530
+9,832
+67% +$466K 0.03% 515
2015
Q2 		$712K Sell
14,698
-446
-3% -$22K 0.01% 970
2015
Q1 		$741K Sell
15,144
-572
-4% -$27.3K 0.01% 1075
2014
Q4 		$733K Buy
15,716
+846
+6% +$38.3K 0.01% 1032
2014
Q3 		$657K Buy
14,870
+2,616
+21% +$117K 0.01% 1088
2014
Q2 		$549K Sell
12,254
-1,078
-8% -$46.3K 0.01% 1182
2014
Q1 		$572K Buy
13,332
+3,248
+32% +$138K 0.01% 1034
2013
Q4 		$425K Buy
10,084
+2,690
+36% +$109K 0.01% 1190
2013
Q3 		$289K Buy
+7,394
New +$282K 0.01% 1367

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Janney Montgomery Scott's IWP Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.4% in Q2 2026, selling an estimated $746K and leaving 67,739 shares worth $9.92M. The position accounts for 0.02% of the portfolio, ranked #680.

Janney Montgomery Scott first reported a position in IWP in Q3 2013 and has held it in 51 quarters since. The position peaked at $10.8M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Janney Montgomery Scott held 67,739 shares of iShares Russell Mid-Cap Growth ETF worth $9.92M as of Q2 2026.
  • Janney Montgomery Scott sold 5,414 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $746K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #680 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's iShares Russell Mid-Cap Growth ETF position peaked at $10.8M in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.