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

Mount Yale 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	$226K	Buy	+1,543	New	+$213K	﹤0.01%	1103
2025 Q3	–	Sell	-2,400	Closed	-$333K	–	1141
2025 Q2	$333K	Hold	2,400	–	–	0.03%	431
2025 Q1	$282K	Sell	2,400 -4,871	-67%	-$626K	0.02%	452
2024 Q4	$922K	Buy	7,271 +4,871	+203%	+$619K	0.07%	214
2024 Q3	$281K	Hold	2,400	–	–	0.03%	458
2024 Q2	$265K	Hold	2,400	–	–	0.02%	464
2024 Q1	$274K	Sell	2,400 -3,330	-58%	-$360K	0.02%	473
2023 Q4	$599K	Buy	5,730 +3,330	+139%	+$316K	0.06%	285
2023 Q3	$219K	Hold	2,400	–	–	0.02%	459
2023 Q2	$232K	Hold	2,400	–	–	0.02%	439
2023 Q1	$219K	Sell	2,400 -8,209	-77%	-$733K	0.02%	444
2022 Q4	$887K	Buy	+10,609	New	+$893K	0.1%	208
2022 Q2	–	Sell	-2,295	Closed	-$231K	–	475
2022 Q1	$231K	Sell	2,295 -2,618	-53%	-$261K	0.03%	422
2021 Q4	$566K	Buy	+4,913	New	+$573K	0.06%	280

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

Mount Yale Investment Advisors's IWP Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,543 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IWP as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IWP in Q4 2021 and has held it in 14 quarters since. The position peaked at $922K in Q4 2024. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mount Yale Investment Advisors held 1,543 shares of iShares Russell Mid-Cap Growth ETF worth $226K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Mount Yale Investment Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1103 holding.
Mount Yale Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
Mount Yale Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $922K in Q4 2024.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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