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Nadler Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Nadler Financial Group’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 		$2.11M Sell
14,396
-18
-0.1% -$2.48K 0.18% 43
2026
Q1 		$1.85M Sell
14,414
-2,971
-17% -$402K 0.18% 44
2025
Q4 		$2.38M Hold
17,385
– – 0.22% 40
2025
Q3 		$2.48M Sell
17,385
-405
-2% -$57.2K 0.24% 39
2025
Q2 		$2.47M Buy
17,790
+760
+4% +$96.1K 0.25% 39
2025
Q1 		$2M Buy
17,030
+405
+2% +$52.1K 0.22% 40
2024
Q4 		$2.11M Hold
16,625
– – 0.22% 39
2024
Q3 		$1.95M Hold
16,625
– – 0.22% 40
2024
Q2 		$1.83M Hold
16,625
– – 0.22% 39
2024
Q1 		$1.9M Hold
16,625
– – 0.23% 38
2023
Q4 		$1.74M Hold
16,625
– – 0.23% 34
2023
Q3 		$1.52M Hold
16,625
– – 0.23% 37
2023
Q2 		$1.61M Hold
16,625
– – 0.23% 37
2023
Q1 		$1.51M Hold
16,625
– – 0.24% 40
2022
Q4 		$1.39M Hold
16,625
– – 0.24% 36
2022
Q3 		$1.3M Buy
16,625
+50
+0.3% +$4.3K 0.25% 39
2022
Q2 		$1.31M Sell
16,575
-219
-1% -$19.1K 0.24% 39
2022
Q1 		$1.69M Buy
16,794
+219
+1% +$21.8K 0.26% 37
2021
Q4 		$1.91M Hold
16,575
– – 0.28% 41
2021
Q3 		$1.86M Buy
16,575
+1,345
+9% +$155K 0.3% 35
2021
Q2 		$1.72M Buy
15,230
+2,575
+20% +$275K 0.28% 38
2021
Q1 		$1.29M Buy
12,655
+2,355
+23% +$246K 0.23% 39
2020
Q4 		$1.06M Buy
10,300
+2,200
+27% +$209K 0.2% 41
2020
Q3 		$700K Buy
8,100
+2,930
+57% +$247K 0.16% 49
2020
Q2 		$409K Buy
5,170
+1,280
+33% +$92.8K 0.1% 61
2020
Q1 		$236K Buy
3,890
+1,250
+47% +$91.1K 0.07% 76
2019
Q4 		$201K Buy
+2,640
New +$194K 0.05% 102

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Nadler Financial Group's IWP Position: Q2 2026 in Review

Nadler Financial Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.12% in Q2 2026, selling an estimated $2.48K and leaving 14,396 shares worth $2.11M. The position accounts for 0.18% of the portfolio, ranked #43.

Nadler Financial Group first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.48M in Q3 2025. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Nadler Financial Group held 14,396 shares of iShares Russell Mid-Cap Growth ETF worth $2.11M as of Q2 2026.
  • Nadler Financial Group sold 18 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.48K.
  • iShares Russell Mid-Cap Growth ETF made up 0.18% of Nadler Financial Group's portfolio in Q2 2026, its #43 holding.
  • Nadler Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Nadler Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $2.48M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.