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

Moss Adams 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	$474K	Sell	3,238 -102	-3%	-$14.1K	0.03%	159
2026 Q1	$428K	Hold	3,340	–	–	0.03%	155
2025 Q4	$457K	Sell	3,340 -30	-0.9%	-$4.19K	0.03%	143
2025 Q3	$480K	Sell	3,370 -130	-4%	-$18.4K	0.04%	135
2025 Q2	$485K	Sell	3,500 -74	-2%	-$9.36K	0.04%	131
2025 Q1	$420K	Hold	3,574	–	–	0.04%	124
2024 Q4	$453K	Hold	3,574	–	–	0.05%	107
2024 Q3	$419K	Buy	3,574 +1	+0%	+$112	0.05%	109
2024 Q2	$394K	Hold	3,573	–	–	0.05%	101
2024 Q1	$408K	Sell	3,573 -64	-2%	-$6.92K	0.07%	88
2023 Q4	$380K	Buy	3,637 +1	+0%	+$95	0.08%	66
2023 Q3	$333K	Hold	3,636	–	–	0.11%	64
2023 Q2	$351K	Hold	3,636	–	–	0.11%	59
2023 Q1	$331K	Hold	3,636	–	–	0.11%	57
2022 Q4	$304K	Buy	+3,636	New	+$306K	0.15%	70

Other funds holding IWP

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Moss Adams Wealth Advisors's IWP Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.1% in Q2 2026, selling an estimated $14.1K and leaving 3,238 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #159.

Moss Adams Wealth Advisors first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $485K in Q2 2025. 544 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Moss Adams Wealth Advisors held 3,238 shares of iShares Russell Mid-Cap Growth ETF worth $474K as of Q2 2026.
Moss Adams Wealth Advisors sold 102 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.1K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Moss Adams Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $485K in Q2 2025.
544 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.