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

Midland 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	$434K	Hold	2,966	–	–	0.02%	118
2026 Q1	$380K	Sell	2,966 -49	-2%	-$6.63K	0.02%	122
2025 Q4	$413K	Hold	3,015	–	–	0.02%	118
2025 Q3	$429K	Hold	3,015	–	–	0.02%	124
2025 Q2	$418K	Hold	3,015	–	–	0.02%	128
2025 Q1	$354K	Hold	3,015	–	–	0.02%	143
2024 Q4	$382K	Sell	3,015 -500	-14%	-$63.6K	0.02%	147
2024 Q3	$412K	Sell	3,515 -1,257	-26%	-$141K	0.02%	148
2024 Q2	$527K	Buy	4,772 +1,723	+57%	+$189K	0.03%	137
2024 Q1	$348K	Hold	3,049	–	–	0.02%	158
2023 Q4	$318K	Buy	+3,049	New	+$289K	0.02%	156

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

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

Midland Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,966 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #118.

Midland Wealth Advisors first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $527K in Q2 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Midland Wealth Advisors held 2,966 shares of iShares Russell Mid-Cap Growth ETF worth $434K as of Q2 2026.
Midland Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Midland Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $527K in Q2 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.