NWF Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$490K Sell
3,347
-71
-2% -$9.79K 0.05% 231
2026
Q1
$438K Buy
3,418
+212
+7% +$28.7K 0.05% 229
2025
Q4
$439K Buy
3,206
+145
+5% +$20.3K 0.05% 224
2025
Q3
$436K Sell
3,061
-70
-2% -$9.89K 0.05% 232
2025
Q2
$434K Sell
3,131
-332
-10% -$42K 0.05% 231
2025
Q1
$407K Buy
3,463
+1,378
+66% +$177K 0.06% 202
2024
Q4
$264K Sell
2,085
-1,101
-35% -$140K 0.04% 210
2024
Q3
$374K Hold
3,186
0.05% 207
2024
Q2
$352K Hold
3,186
0.06% 197
2024
Q1
$364K Buy
3,186
+541
+20% +$58.5K 0.06% 202
2023
Q4
$276K Buy
2,645
+251
+10% +$23.8K 0.06% 217
2023
Q3
$219K Sell
2,394
-26
-1% -$2.49K 0.05% 223
2023
Q2
$234K Hold
2,420
0.05% 217
2023
Q1
$234K Buy
+2,420
New +$216K 0.05% 216

Other funds holding IWP

NWF Advisory Services's IWP Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.1% in Q2 2026, selling an estimated $9.79K and leaving 3,347 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #231.

NWF Advisory Services first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • NWF Advisory Services held 3,347 shares of iShares Russell Mid-Cap Growth ETF worth $490K as of Q2 2026.
  • NWF Advisory Services sold 71 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.79K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of NWF Advisory Services's portfolio in Q2 2026, its #231 holding.
  • NWF Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.