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

Nations 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 		$1.15M Sell
7,869
-212
-3% -$29.2K 0.06% 345
2026
Q1 		$1.04M Buy
8,081
+42
+0.5% +$5.68K 0.05% 361
2025
Q4 		$1.1M Buy
8,039
+2,666
+50% +$373K 0.06% 329
2025
Q3 		$765K Buy
5,373
+115
+2% +$16.3K 0.05% 387
2025
Q2 		$729K Sell
5,258
-14
-0.3% -$1.77K 0.05% 370
2025
Q1 		$619K Sell
5,272
-1,485
-22% -$191K 0.05% 380
2024
Q4 		$856K Sell
6,757
-96
-1% -$12.2K 0.06% 310
2024
Q3 		$804K Buy
6,853
+1,404
+26% +$157K 0.06% 317
2024
Q2 		$601K Sell
5,449
-53
-1% -$5.82K 0.05% 368
2024
Q1 		$628K Buy
5,502
+2
+0% +$216 0.05% 360
2023
Q4 		$575K Sell
5,500
-31
-0.6% -$2.94K 0.05% 353
2023
Q3 		$505K Sell
5,531
-1,530
-22% -$146K 0.05% 364
2023
Q2 		$682K Sell
7,061
-69
-1% -$6.29K 0.07% 308
2023
Q1 		$649K Sell
7,130
-70
-1% -$6.25K 0.07% 303
2022
Q4 		$602K Sell
7,200
-103
-1% -$8.67K 0.07% 314
2022
Q3 		$573K Sell
7,303
-7
-0.1% -$602 0.08% 261
2022
Q2 		$579K Buy
7,310
+198
+3% +$17.2K 0.08% 274
2022
Q1 		$715K Buy
7,112
+120
+2% +$12K 0.09% 247
2021
Q4 		$806K Sell
6,992
-202
-3% -$23.6K 0.11% 203
2021
Q3 		$806K Buy
7,194
+43
+0.6% +$4.95K 0.12% 192
2021
Q2 		$809K Sell
7,151
-946
-12% -$101K 0.14% 184
2021
Q1 		$826K Sell
8,097
-24
-0.3% -$2.51K 0.19% 146
2020
Q4 		$834K Buy
8,121
+565
+7% +$53.8K 0.22% 131
2020
Q3 		$653K Sell
7,556
-616
-8% -$52K 0.2% 142
2020
Q2 		$646K Sell
8,172
-38
-0.5% -$2.76K 0.23% 130
2020
Q1 		$499K Sell
8,210
-1,104
-12% -$80.4K 0.21% 143
2019
Q4 		$711K Sell
9,314
-226
-2% -$16.6K 0.25% 133
2019
Q3 		$687K Buy
9,540
+132
+1% +$9.49K 0.25% 130
2019
Q2 		$671K Buy
9,408
+98
+1% +$6.82K 0.44% 64
2019
Q1 		$632K Buy
9,310
+636
+7% +$40.8K 0.43% 65
2018
Q4 		$493K Buy
8,674
+16
+0.2% +$973 0.39% 72
2018
Q3 		$587K Buy
8,658
+6
+0.1% +$399 0.42% 70
2018
Q2 		$548K Sell
8,652
-1,054
-11% -$66.3K 0.46% 64
2018
Q1 		$597K Buy
9,706
+6
+0.1% +$375 0.54% 52
2017
Q4 		$585K Buy
9,700
+6
+0.1% +$353 0.54% 57
2017
Q3 		$549K Buy
9,694
+238
+3% +$13.1K 0.53% 54
2017
Q2 		$511K Hold
9,456
– – 0.42% 71
2017
Q1 		$491K Buy
9,456
+10
+0.1% +$511 0.48% 64
2016
Q4 		$460K Buy
9,446
+16
+0.2% +$771 0.5% 65
2016
Q3 		$459K Buy
9,430
+18
+0.2% +$873 0.45% 67
2016
Q2 		$440K Sell
9,412
-68
-0.7% -$3.15K 0.46% 64
2016
Q1 		$437K Buy
9,480
+12
+0.1% +$518 0.5% 62
2015
Q4 		$435K Buy
+9,468
New +$440K 0.57% 58

Other funds holding IWP

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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Nations Financial Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.6% in Q2 2026, selling an estimated $29.2K and leaving 7,869 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #345.

Nations Financial Group first reported a position in IWP in Q4 2015 and has held it in 43 quarters since. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Nations Financial Group held 7,869 shares of iShares Russell Mid-Cap Growth ETF worth $1.15M as of Q2 2026.
  • Nations Financial Group sold 212 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $29.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #345 holding.
  • Nations Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • 412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.