New England Private Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

New England Private Wealth 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	$321K	Buy	2,351 +1	+0%	+$138	0.03%	169
2026 Q1	$301K	Sell	2,350 -245	-9%	-$33.2K	0.03%	163
2025 Q4	$355K	Buy	2,595 +1	+0%	+$140	0.04%	140
2025 Q3	$369K	Buy	2,594 +1	+0%	+$141	0.05%	138
2025 Q2	$369K	Buy	+2,593	New	+$328K	0.05%	120
2021 Q1	–	Sell	-2,427	Closed	-$249K	–	99
2020 Q4	$249K	Buy	+2,427	New	+$231K	0.05%	76
2018 Q4	–	Sell	-4,538	Closed	-$307K	–	151
2018 Q3	$307K	Buy	4,538 +8	+0.2%	+$532	0.08%	112
2018 Q2	$287K	Hold	4,530	–	–	0.08%	111
2018 Q1	$278K	Buy	4,530 +8	+0.2%	+$500	0.08%	115
2017 Q4	$273K	Sell	4,522 -600	-12%	-$35.3K	0.08%	115
2017 Q3	$290K	Sell	5,122 -408	-7%	-$22.4K	0.09%	105
2017 Q2	$300K	Hold	5,530	–	–	0.09%	103
2017 Q1	$284K	Buy	5,530 +10	+0.2%	+$511	0.09%	106
2016 Q4	$270K	Sell	5,520 -422	-7%	-$20.3K	0.09%	102
2016 Q3	$290K	Buy	5,942 +18	+0.3%	+$873	0.1%	95
2016 Q2	$277K	Hold	5,924	–	–	0.11%	95
2016 Q1	$273K	Buy	5,924 +28	+0.5%	+$1.21K	0.11%	94
2015 Q4	$271K	Buy	5,896 +18	+0.3%	+$837	0.11%	94
2015 Q3	$261K	Buy	5,878 +8	+0.1%	+$379	0.11%	82
2015 Q2	$284K	Buy	5,870 +6	+0.1%	+$296	0.11%	82
2015 Q1	$286K	Buy	5,864 +18	+0.3%	+$859	0.11%	79
2014 Q4	$272K	Buy	5,846 +12	+0.2%	+$543	0.11%	82
2014 Q3	$258K	Sell	5,834 -230	-4%	-$10.3K	0.1%	81
2014 Q2	$271K	Sell	6,064 -574	-9%	-$24.7K	0.11%	81
2014 Q1	$285K	Buy	6,638 +1,798	+37%	+$76.5K	0.12%	77
2013 Q4	$203K	Buy	+4,840	New	+$196K	0.09%	89

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 England Private Wealth Advisors's IWP Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.04% in Q2 2026, buying an estimated $138 and bringing the position to 2,351 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #169.

New England Private Wealth Advisors first reported a position in IWP in Q4 2013 and has held it in 26 quarters since. The position peaked at $369K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

New England Private Wealth Advisors held 2,351 shares of iShares Russell Mid-Cap Growth ETF worth $321K as of Q2 2026.
New England Private Wealth Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #169 holding.
New England Private Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 26 quarters since.
New England Private Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $369K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.