Laurel Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-222	Closed	-$30.4K	–	424
2025 Q4	$30.4K	Buy	+222	New	+$31K	﹤0.01%	387
2025 Q2	–	Sell	-222	Closed	-$26.1K	–	437
2025 Q1	$26.1K	Hold	222	–	–	﹤0.01%	385
2024 Q4	$28.1K	Hold	222	–	–	﹤0.01%	372
2024 Q3	$26K	Hold	222	–	–	﹤0.01%	380
2024 Q2	$24.5K	Hold	222	–	–	﹤0.01%	360
2024 Q1	$25.3K	Buy	+222	New	+$24K	﹤0.01%	365

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Laurel Wealth Advisors (North Carolina)'s IWP Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 222 shares — an estimated $30.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IWP in Q1 2024 and held it in 6 quarters. The position peaked at $30.4K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 222 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $30.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Russell Mid-Cap Growth ETF position peaked at $30.4K in Q4 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.