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

Kingswood 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	$6.57M	Buy	44,890 +699	+2%	+$96.3K	0.27%	83
2026 Q1	$5.66M	Buy	44,191 +7,073	+19%	+$957K	0.27%	84
2025 Q4	$5.08M	Buy	37,118 +1,931	+5%	+$270K	0.25%	95
2025 Q3	$5.01M	Buy	35,187 +12,687	+56%	+$1.79M	0.3%	74
2025 Q2	$3.12M	Buy	22,500 +3,856	+21%	+$488K	0.25%	93
2025 Q1	$2.19M	Buy	18,644 +3,479	+23%	+$447K	0.2%	118
2024 Q4	$1.92M	Sell	15,165 -1,670	-10%	-$212K	0.14%	157
2024 Q3	$1.97M	Buy	+16,835	New	+$1.88M	0.14%	170
2024 Q1	–	Sell	-2,569	Closed	-$268K	–	658
2023 Q4	$268K	Buy	+2,569	New	+$244K	0.03%	509

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

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

Kingswood Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2026, buying an estimated $96.3K and bringing the position to 44,890 shares worth $6.57M. The position accounts for 0.27% of the portfolio, ranked #83.

Kingswood Wealth Advisors first reported a position in IWP in Q4 2023 and has held it in 9 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Kingswood Wealth Advisors held 44,890 shares of iShares Russell Mid-Cap Growth ETF worth $6.57M as of Q2 2026.
Kingswood Wealth Advisors bought 699 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $96.3K.
iShares Russell Mid-Cap Growth ETF made up 0.27% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.