Naples Global Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Naples Global 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	$347K	Hold	2,370	–	–	0.02%	393
2026 Q1	$304K	Hold	2,370	–	–	0.02%	389
2025 Q4	$325K	Hold	2,370	–	–	0.02%	377
2025 Q3	$338K	Sell	2,370 -44	-2%	-$6.22K	0.03%	368
2025 Q2	$335K	Buy	+2,414	New	+$305K	0.03%	352

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

Naples Global Advisors's IWP Position: Q2 2026 in Review

Naples Global Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,370 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #393.

Naples Global Advisors first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Naples Global Advisors held 2,370 shares of iShares Russell Mid-Cap Growth ETF worth $347K as of Q2 2026.
Naples Global Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #393 holding.
Naples Global Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.