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

MSH Capital 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	$3.62M	Buy	24,737 +785	+3%	+$108K	0.63%	44
2026 Q1	$3.07M	Buy	23,952 +668	+3%	+$90.4K	0.65%	40
2025 Q4	$3.19M	Sell	23,284 -30	-0.1%	-$4.19K	0.68%	35
2025 Q3	$3.32M	Hold	23,314	–	–	0.89%	27
2025 Q2	$3.23M	Sell	23,314 -1,717	-7%	-$217K	0.93%	27
2025 Q1	$2.94M	Sell	25,031 -655	-3%	-$84.2K	0.91%	27
2024 Q4	$3.26M	Sell	25,686 -535	-2%	-$68K	1.03%	25
2024 Q3	$3.08M	Buy	26,221 +1,435	+6%	+$160K	0.94%	29
2024 Q2	$2.74M	Buy	24,786 +510	+2%	+$56K	0.91%	27
2024 Q1	$2.77M	Buy	24,276 +283	+1%	+$30.6K	0.97%	25
2023 Q4	$2.51M	Hold	23,993	–	–	0.94%	29
2023 Q3	$2.19M	Sell	23,993 -3,023	-11%	-$289K	0.86%	31
2023 Q2	$2.61M	Buy	27,016 +606	+2%	+$55.2K	0.96%	27
2023 Q1	$2.4M	Buy	26,410 +290	+1%	+$25.9K	1.03%	21
2022 Q4	$2.18M	Buy	26,120 +307	+1%	+$25.8K	0.99%	25
2022 Q3	$2.02M	Sell	25,813 -210	-0.8%	-$18.1K	1%	26
2022 Q2	$2.06M	Buy	26,023 +4,365	+20%	+$380K	0.96%	27
2022 Q1	$2.18M	Buy	21,658 +1,675	+8%	+$167K	0.9%	32
2021 Q4	$2.3M	Buy	+19,983	New	+$2.33M	1.03%	27

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

MSH Capital Advisors's IWP Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.3% in Q2 2026, buying an estimated $108K and bringing the position to 24,737 shares worth $3.62M. The position accounts for 0.63% of the portfolio, ranked #44.

MSH Capital Advisors first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

MSH Capital Advisors held 24,737 shares of iShares Russell Mid-Cap Growth ETF worth $3.62M as of Q2 2026.
MSH Capital Advisors bought 785 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $108K.
iShares Russell Mid-Cap Growth ETF made up 0.63% of MSH Capital Advisors's portfolio in Q2 2026, its #44 holding.
MSH Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.