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

Mayflower Financial 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	$372K	Sell	2,540 -24	-0.9%	-$3.31K	0.03%	339
2026 Q1	$329K	Hold	2,564	–	–	0.04%	331
2025 Q4	$351K	Sell	2,564 -137	-5%	-$19.1K	0.04%	309
2025 Q3	$385K	Hold	2,701	–	–	0.05%	293
2025 Q2	$375K	Hold	2,701	–	–	0.05%	283
2025 Q1	$317K	Buy	2,701 +24	+0.9%	+$3.08K	0.05%	294
2024 Q4	$339K	Hold	2,677	–	–	0.05%	280
2024 Q3	$314K	Hold	2,677	–	–	0.05%	288
2024 Q2	$295K	Sell	2,677 -550	-17%	-$60.4K	0.05%	285
2024 Q1	$368K	Buy	3,227 +550	+21%	+$59.5K	0.06%	252
2023 Q4	$280K	Hold	2,677	–	–	0.04%	277
2023 Q3	$245K	Hold	2,677	–	–	0.04%	282
2023 Q2	$259K	Sell	2,677 -86	-3%	-$7.84K	0.03%	299
2023 Q1	$252K	Hold	2,763	–	–	0.03%	292
2022 Q4	$231K	Buy	+2,763	New	+$233K	0.03%	306

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mayflower Financial Advisors's IWP Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.94% in Q2 2026, selling an estimated $3.31K and leaving 2,540 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #339.

Mayflower Financial Advisors first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $385K in Q3 2025. 740 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mayflower Financial Advisors held 2,540 shares of iShares Russell Mid-Cap Growth ETF worth $372K as of Q2 2026.
Mayflower Financial Advisors sold 24 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.31K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #339 holding.
Mayflower Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Mayflower Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $385K in Q3 2025.
740 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.