JFS Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

JFS Wealth 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	$59.3K	Hold	405	–	–	﹤0.01%	516
2026 Q1	$51.9K	Hold	405	–	–	﹤0.01%	515
2025 Q4	$55.5K	Sell	405 -17	-4%	-$2.38K	﹤0.01%	492
2025 Q3	$60.1K	Buy	422 +52	+14%	+$7.35K	﹤0.01%	481
2025 Q2	$51.3K	Buy	370 +186	+101%	+$23.5K	﹤0.01%	461
2025 Q1	$21.6K	Hold	184	–	–	﹤0.01%	642
2024 Q4	$23.3K	Hold	184	–	–	﹤0.01%	605
2024 Q3	$21.6K	Hold	184	–	–	﹤0.01%	623
2024 Q2	$20.3K	Sell	184 -2,055	-92%	-$226K	﹤0.01%	599
2024 Q1	$256K	Buy	2,239 +2,055	+1,117%	+$222K	0.02%	219
2023 Q4	$19.2K	Hold	184	–	–	﹤0.01%	593
2023 Q3	$16.8K	Hold	184	–	–	﹤0.01%	585
2023 Q2	$17.8K	Hold	184	–	–	﹤0.01%	573
2023 Q1	$16.8K	Hold	184	–	–	﹤0.01%	573
2022 Q4	$15.4K	Hold	184	–	–	﹤0.01%	586
2022 Q3	$14K	Hold	184	–	–	﹤0.01%	643
2022 Q2	$15K	Hold	184	–	–	﹤0.01%	651
2022 Q1	$18K	Hold	184	–	–	﹤0.01%	632
2021 Q4	$21K	Hold	184	–	–	﹤0.01%	557
2021 Q3	$21K	Buy	+184	New	+$21.2K	﹤0.01%	536

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

JFS Wealth Advisors's IWP Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 405 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

JFS Wealth Advisors first reported a position in IWP in Q3 2021 and has held it in 20 quarters since. The position peaked at $256K in Q1 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

JFS Wealth Advisors held 405 shares of iShares Russell Mid-Cap Growth ETF worth $59.3K as of Q2 2026.
JFS Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #516 holding.
JFS Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $256K in Q1 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.