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

Networth 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 		$88.1K Buy
602
+3
+0.5% +$414 0.05% 84
2026
Q1 		$76.7K Buy
599
+109
+22% +$14.8K 0.05% 79
2025
Q4 		$67.1K Buy
+490
New +$68.5K 0.05% 74

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Portfolio Solutions
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
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

Networth Advisors's IWP Position: Q2 2026 in Review

Networth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.5% in Q2 2026, buying an estimated $414 and bringing the position to 602 shares worth $88.1K. The position accounts for 0.05% of the portfolio, ranked #84.

Networth Advisors first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Networth Advisors held 602 shares of iShares Russell Mid-Cap Growth ETF worth $88.1K as of Q2 2026.
  • Networth Advisors bought 3 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $414.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Networth Advisors's portfolio in Q2 2026, its #84 holding.
  • Networth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.