KAS
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Kestra Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kestra Advisory Services’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 		$28.3M Sell
193,126
-4,316
-2% -$595K 0.09% 230
2026
Q1 		$25.3M Buy
197,442
+8,181
+4% +$1.11M 0.1% 211
2025
Q4 		$25.9M Buy
189,261
+27,749
+17% +$3.88M 0.11% 192
2025
Q3 		$23M Buy
161,512
+38,000
+31% +$5.37M 0.11% 195
2025
Q2 		$17.1M Buy
123,512
+3,215
+3% +$407K 0.08% 235
2025
Q1 		$14.1M Sell
120,297
-3,898
-3% -$501K 0.07% 259
2024
Q4 		$15.7M Buy
124,195
+493
+0.4% +$62.7K 0.09% 242
2024
Q3 		$14.5M Buy
123,702
+673
+0.5% +$75.3K 0.08% 267
2024
Q2 		$13.3M Sell
123,029
-12,879
-9% -$1.41M 0.07% 285
2024
Q1 		$15.5M Sell
135,908
-1,204
-0.9% -$130K 0.1% 200
2023
Q4 		$14.3M Buy
137,112
+3,912
+3% +$371K 0.12% 191
2023
Q3 		$12.2M Sell
133,200
-38,138
-22% -$3.65M 0.12% 191
2023
Q2 		$16.6M Sell
171,338
-4,593
-3% -$419K 0.17% 129
2023
Q1 		$16M Sell
175,931
-58,855
-25% -$5.25M 0.17% 128
2022
Q4 		$19.6M Sell
234,786
-6,388
-3% -$538K 0.17% 132
2022
Q3 		$18.9M Buy
241,174
+10,855
+5% +$934K 0.2% 113
2022
Q2 		$18.2M Buy
230,319
+48,445
+27% +$4.22M 0.19% 121
2022
Q1 		$18.3M Buy
181,874
+82,070
+82% +$8.17M 0.19% 111
2021
Q4 		$11.5M Sell
99,804
-3,206
-3% -$374K 0.12% 197
2021
Q3 		$11.5M Sell
103,010
-11,372
-10% -$1.31M 0.12% 197
2021
Q2 		$12.9M Sell
114,382
-10,785
-9% -$1.15M 0.15% 161
2021
Q1 		$12.8M Sell
125,167
-31,110
-20% -$3.25M 0.16% 149
2020
Q4 		$16.1M Buy
156,277
+22,879
+17% +$2.18M 0.19% 123
2020
Q3 		$11.5M Buy
+133,398
New +$11.3M 0.22% 121

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

Kestra Advisory Services's IWP Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.2% in Q2 2026, selling an estimated $595K and leaving 193,126 shares worth $28.3M. The position accounts for 0.09% of the portfolio, ranked #230.

Kestra Advisory Services first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Kestra Advisory Services held 193,126 shares of iShares Russell Mid-Cap Growth ETF worth $28.3M as of Q2 2026.
  • Kestra Advisory Services sold 4,316 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $595K.
  • iShares Russell Mid-Cap Growth ETF made up 0.09% of Kestra Advisory Services's portfolio in Q2 2026, its #230 holding.
  • Kestra Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.