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

Milestone Investment 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	$193K	Hold	1,321	–	–	0.04%	90
2026 Q1	$169K	Hold	1,321	–	–	0.04%	93
2025 Q4	$181K	Hold	1,321	–	–	0.04%	87
2025 Q3	$188K	Hold	1,321	–	–	0.05%	84
2025 Q2	$183K	Sell	1,321 -94	-7%	-$11.9K	0.05%	81
2025 Q1	$166K	Hold	1,415	–	–	0.05%	83
2024 Q4	$179K	Hold	1,415	–	–	0.05%	81
2024 Q3	$166K	Hold	1,415	–	–	0.05%	84
2024 Q2	$156K	Hold	1,415	–	–	0.04%	82
2024 Q1	$162K	Hold	1,415	–	–	0.04%	79
2023 Q4	$148K	Hold	1,415	–	–	0.04%	76
2023 Q3	$129K	Buy	1,415 +257	+22%	+$24.6K	0.04%	130
2023 Q2	$112K	Hold	1,158	–	–	0.03%	76
2023 Q1	$105K	Hold	1,158	–	–	0.03%	141
2022 Q4	$96.8K	Buy	+1,158	New	+$97.5K	0.03%	74

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 22.9% 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

Milestone Investment Advisors's IWP Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,321 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #90.

Milestone Investment Advisors first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Milestone Investment Advisors held 1,321 shares of iShares Russell Mid-Cap Growth ETF worth $193K as of Q2 2026.
Milestone Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Milestone Investment Advisors's portfolio in Q2 2026, its #90 holding.
Milestone Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.