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

Octavia 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	$872K	Sell	5,953 -59	-1%	-$8.13K	0.08%	86
2026 Q1	$770K	Sell	6,012 -38	-0.6%	-$5.14K	0.07%	90
2025 Q4	$828K	Sell	6,050 -1,139	-16%	-$159K	0.08%	90
2025 Q3	$1.02M	Buy	7,189 +123	+2%	+$17.4K	0.1%	79
2025 Q2	$980K	Sell	7,066 -284	-4%	-$35.9K	0.11%	73
2025 Q1	$864K	Sell	7,350 -214	-3%	-$27.5K	0.1%	81
2024 Q4	$959K	Sell	7,564 -233	-3%	-$29.6K	0.12%	76
2024 Q3	$914K	Sell	7,797 -1,185	-13%	-$132K	0.11%	77
2024 Q2	$991K	Sell	8,982 -1,661	-16%	-$182K	0.14%	73
2024 Q1	$1.21M	Sell	10,643 -124,980	-92%	-$13.5M	0.18%	63
2023 Q4	$14.2M	Buy	135,623 +3,765	+3%	+$357K	2.5%	16
2023 Q3	$12.1M	Buy	131,858 +1,375	+1%	+$131K	2.45%	16
2023 Q2	$12.6M	Buy	130,483 +6,680	+5%	+$609K	2.56%	14
2023 Q1	$11.3M	Buy	123,803 +22,915	+23%	+$2.05M	2.54%	13
2022 Q4	$8.43M	Buy	100,888 +9,092	+10%	+$765K	2.08%	15
2022 Q3	$7.2M	Buy	91,796 +1,448	+2%	+$125K	1.95%	19
2022 Q2	$7.11M	Buy	90,348 +7,793	+9%	+$679K	1.86%	19
2022 Q1	$8.3M	Buy	82,555 +11,342	+16%	+$1.13M	1.84%	18
2021 Q4	$8.21M	Buy	71,213 +11,174	+19%	+$1.3M	1.77%	19
2021 Q3	$6.7M	Buy	60,039 +4,226	+8%	+$486K	1.71%	20
2021 Q2	$6.32M	Buy	55,813 +7,338	+15%	+$784K	1.67%	17
2021 Q1	$4.95M	Buy	48,475 +10,153	+26%	+$1.06M	1.47%	19
2020 Q4	$3.93M	Buy	+38,322	New	+$3.65M	1.28%	17

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

Octavia Wealth Advisors's IWP Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.98% in Q2 2026, selling an estimated $8.13K and leaving 5,953 shares worth $872K. The position accounts for 0.08% of the portfolio, ranked #86.

Octavia Wealth Advisors first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.2M in Q4 2023. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Octavia Wealth Advisors held 5,953 shares of iShares Russell Mid-Cap Growth ETF worth $872K as of Q2 2026.
Octavia Wealth Advisors sold 59 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.13K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Octavia Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Octavia Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Octavia Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $14.2M in Q4 2023.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.