N.E.W. Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

N.E.W. Advisory Services’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	$180K	Hold	1,228	–	–	0.01%	231
2026 Q1	$157K	Hold	1,228	–	–	0.01%	237
2025 Q4	$168K	Hold	1,228	–	–	0.01%	220
2025 Q3	$175K	Hold	1,228	–	–	0.02%	199
2025 Q2	$170K	Hold	1,228	–	–	0.02%	197
2025 Q1	$144K	Buy	+1,228	New	+$158K	0.01%	236
2024 Q3	–	Sell	-2,648	Closed	-$292K	–	186
2024 Q2	$292K	Hold	2,648	–	–	0.03%	143
2024 Q1	$302K	Hold	2,648	–	–	0.03%	137
2023 Q4	$277K	Hold	2,648	–	–	0.03%	136
2023 Q3	$242K	Hold	2,648	–	–	0.03%	135
2023 Q2	$256K	Hold	2,648	–	–	0.04%	117
2023 Q1	$241K	Hold	2,648	–	–	0.04%	120
2022 Q4	$221K	Hold	2,648	–	–	0.03%	125
2022 Q3	$208K	Hold	2,648	–	–	0.04%	124
2022 Q2	$210K	Buy	+2,648	New	+$231K	0.04%	124
2022 Q1	–	Sell	-2,098	Closed	-$242K	–	150
2021 Q4	$242K	Sell	2,098 -39	-2%	-$4.55K	0.04%	125
2021 Q3	$239K	Hold	2,137	–	–	0.04%	121
2021 Q2	$243K	Buy	+2,137	New	+$228K	0.04%	122
2021 Q1	–	Sell	-3,694	Closed	-$379K	–	135
2020 Q4	$379K	Buy	+3,694	New	+$352K	0.08%	96

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

N.E.W. Advisory Services's IWP Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,228 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #231.

N.E.W. Advisory Services first reported a position in IWP in Q4 2020 and has held it in 19 quarters since. The position peaked at $379K in Q4 2020. 913 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

N.E.W. Advisory Services held 1,228 shares of iShares Russell Mid-Cap Growth ETF worth $180K as of Q2 2026.
N.E.W. Advisory Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #231 holding.
N.E.W. Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
N.E.W. Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $379K in Q4 2020.
913 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.