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

MCF 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	$2.91M	Sell	19,875 -117	-0.6%	-$16.1K	0.1%	115
2026 Q1	$2.56M	Buy	19,992 +350	+2%	+$47.4K	0.11%	100
2025 Q4	$2.69M	Sell	19,642 -12	-0.1%	-$1.68K	0.15%	74
2025 Q3	$2.8M	Sell	19,654 -42	-0.2%	-$5.93K	0.17%	50
2025 Q2	$2.73M	Sell	19,696 -1	-0%	-$127	0.18%	46
2025 Q1	$2.31M	Sell	19,697 -1,092	-5%	-$140K	0.17%	50
2024 Q4	$2.63M	Sell	20,789 -61	-0.3%	-$7.75K	0.18%	46
2024 Q3	$2.45M	Sell	20,850 -52	-0.2%	-$5.81K	0.17%	48
2024 Q2	$2.31M	Buy	20,902 +111	+0.5%	+$12.2K	0.17%	47
2024 Q1	$2.37M	Buy	20,791 +3	+0%	+$325	0.18%	44
2023 Q4	$2.17M	Sell	20,788 -262	-1%	-$24.8K	0.18%	49
2023 Q3	$1.93M	Buy	21,050 +486	+2%	+$46.5K	0.17%	52
2023 Q2	$1.99M	Sell	20,564 -854	-4%	-$77.8K	0.18%	42
2023 Q1	$1.95M	Buy	21,418 +2	+0%	+$178	0.18%	41
2022 Q4	$1.79M	Buy	21,416 +4	+0%	+$337	0.18%	43
2022 Q3	$1.68M	Hold	21,412	–	–	0.19%	41
2022 Q2	$1.7M	Buy	21,412 +30	+0.1%	+$2.61K	0.18%	39
2022 Q1	$2.15M	Buy	+21,382	New	+$2.13M	0.2%	31
2021 Q4	–	Sell	-21,382	Closed	-$2.4M	–	371
2021 Q3	$2.4M	Hold	21,382	–	–	0.24%	32
2021 Q2	$2.42M	Sell	21,382 -945	-4%	-$101K	0.25%	32
2021 Q1	$2.28M	Sell	22,327 -695	-3%	-$72.7K	0.26%	34
2020 Q4	$2.36M	Sell	23,022 -4,518	-16%	-$430K	0.28%	31
2020 Q3	$2.38M	Sell	27,540 -110	-0.4%	-$9.28K	0.31%	32
2020 Q2	$2.19M	Sell	27,650 -128	-0.5%	-$9.28K	0.3%	29
2020 Q1	$1.69M	Hold	27,778	–	–	0.28%	36
2019 Q4	$2.12M	Hold	27,778	–	–	0.32%	35
2019 Q3	$1.96M	Hold	27,778	–	–	0.32%	37
2019 Q2	$1.98M	Sell	27,778 -1,590	-5%	-$111K	0.33%	38
2019 Q1	$1.99M	Sell	29,368 -1,030	-3%	-$66.1K	0.34%	33
2018 Q4	$1.73M	Sell	30,398 -14	-0%	-$852	0.33%	36
2018 Q3	$2.06M	Sell	30,412 -958	-3%	-$63.7K	0.36%	33
2018 Q2	$1.99M	Sell	31,370 -3,724	-11%	-$234K	0.38%	29
2018 Q1	$2.16M	Sell	35,094 -1,930	-5%	-$121K	0.42%	26
2017 Q4	$2.23M	Sell	37,024 -406	-1%	-$23.9K	0.41%	26
2017 Q3	$2.12M	Buy	37,430 +182	+0.5%	+$9.98K	0.42%	25
2017 Q2	$2.01M	Sell	37,248 -582	-2%	-$31K	0.4%	22
2017 Q1	$1.96M	Sell	37,830 -53,438	-59%	-$2.73M	0.41%	21
2016 Q4	$4.44M	Sell	91,268 -84,064	-48%	-$4.05M	0.97%	16
2016 Q3	$8.54M	Sell	175,332 -4,706	-3%	-$228K	2.02%	13
2016 Q2	$8.42M	Buy	180,038 +6,452	+4%	+$298K	2.06%	13
2016 Q1	$8M	Sell	173,586 -162	-0.1%	-$7K	2.09%	13
2015 Q4	$7.99M	Buy	173,748 +3,922	+2%	+$182K	2.15%	13
2015 Q3	$7.52M	Buy	169,826 +11,810	+7%	+$560K	1.93%	14
2015 Q2	$7.65M	Sell	158,016 -80	-0.1%	-$3.95K	1.93%	14
2015 Q1	$7.74M	Sell	158,096 -40,840	-21%	-$1.95M	1.93%	14
2014 Q4	$9.27M	Buy	198,936 +2,066	+1%	+$93.4K	2.56%	13
2014 Q3	$8.45M	Buy	196,870 +3,098	+2%	+$138K	2.49%	13
2014 Q2	$8.31M	Buy	193,772 +5,742	+3%	+$247K	2.62%	11
2014 Q1	$8.07M	Buy	188,030 +6,318	+3%	+$269K	2.71%	11
2013 Q4	$7.79M	Buy	181,712 +13,400	+8%	+$542K	2.76%	12
2013 Q3	$7.22M	Buy	168,312 +2,394	+1%	+$91.3K	3.98%	7
2013 Q2	$7.12M	Buy	+165,918	New	+$5.93M	4.28%	6

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

MCF Advisors's IWP Position: Q2 2026 in Review

MCF Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.59% in Q2 2026, selling an estimated $16.1K and leaving 19,875 shares worth $2.91M. The position accounts for 0.1% of the portfolio, ranked #115.

MCF Advisors first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.27M in Q4 2014. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

MCF Advisors held 19,875 shares of iShares Russell Mid-Cap Growth ETF worth $2.91M as of Q2 2026.
MCF Advisors sold 117 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $16.1K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of MCF Advisors's portfolio in Q2 2026, its #115 holding.
MCF Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
MCF Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $9.27M in Q4 2014.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.