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

Kovack 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 Q1	$395K	Sell	3,080 -109	-3%	-$14.8K	0.02%	664
2025 Q4	$437K	Buy	+3,189	New	+$446K	0.02%	632
2025 Q1	–	Sell	-1,897	Closed	-$240K	–	609
2024 Q4	$240K	Buy	1,897 +32	+2%	+$4.07K	0.02%	523
2024 Q3	$219K	Sell	1,865 -193	-9%	-$21.6K	0.02%	524
2024 Q2	$227K	Buy	+2,058	New	+$226K	0.03%	494
2022 Q3	–	Sell	-2,782	Closed	-$220K	–	605
2022 Q2	$220K	Sell	2,782 -62	-2%	-$5.4K	0.03%	546
2022 Q1	$285K	Sell	2,844 -17	-0.6%	-$1.69K	0.03%	547
2021 Q4	$330K	Buy	2,861 +382	+15%	+$44.5K	0.03%	494
2021 Q3	$278K	Buy	2,479 +3	+0.1%	+$345	0.03%	555
2021 Q2	$280K	Buy	2,476 +177	+8%	+$18.9K	0.03%	539
2021 Q1	$235K	Buy	+2,299	New	+$240K	0.03%	539

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kovack Advisors's IWP Position: Q1 2026 in Review

Kovack Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.4% in Q1 2026, selling an estimated $14.8K and leaving 3,080 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #664.

Kovack Advisors first reported a position in IWP in Q1 2021 and has held it in 11 quarters since. The position peaked at $437K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Kovack Advisors held 3,080 shares of iShares Russell Mid-Cap Growth ETF worth $395K as of Q1 2026.
Kovack Advisors sold 109 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $14.8K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #664 holding.
Kovack Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 11 quarters since.
Kovack Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $437K in Q4 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.