New Age Alpha Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

New Age Alpha 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	$537K	Sell	3,668 -7,337	-67%	-$1.01M	0.02%	596
2026 Q1	$1.41M	Sell	11,005 -5,873	-35%	-$795K	0.07%	359
2025 Q4	$2.31M	Sell	16,878 -2,435	-13%	-$340K	0.1%	294
2025 Q3	$2.75M	Buy	19,313 +1,555	+9%	+$220K	0.12%	243
2025 Q2	$2.46M	Buy	17,758 +10,192	+135%	+$1.29M	0.11%	279
2025 Q1	$889K	Sell	7,566 -21,035	-74%	-$2.7M	0.04%	450
2024 Q4	$3.63M	Buy	+28,601	New	+$3.64M	0.15%	198

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

New Age Alpha Advisors's IWP Position: Q2 2026 in Review

New Age Alpha Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 67% in Q2 2026, selling an estimated $1.01M and leaving 3,668 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #596.

New Age Alpha Advisors first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.63M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

New Age Alpha Advisors held 3,668 shares of iShares Russell Mid-Cap Growth ETF worth $537K as of Q2 2026.
New Age Alpha Advisors sold 7,337 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.01M.
iShares Russell Mid-Cap Growth ETF made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #596 holding.
New Age Alpha Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.63M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.