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

OneDigital Investment 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 		$1.46M Sell
9,970
-716
-7% -$98.7K 0.01% 606
2026
Q1 		$1.37M Buy
10,686
+5,159
+93% +$698K 0.01% 584
2025
Q4 		$757K Buy
5,527
+577
+12% +$80.6K 0.01% 772
2025
Q3 		$705K Sell
4,950
-513
-9% -$72.5K 0.01% 790
2025
Q2 		$758K Buy
5,463
+875
+19% +$111K 0.01% 740
2025
Q1 		$539K Sell
4,588
-1,139
-20% -$146K 0.01% 833
2024
Q4 		$726K Buy
5,727
+392
+7% +$49.8K 0.01% 742
2024
Q3 		$626K Buy
5,335
+112
+2% +$12.5K 0.01% 844
2024
Q2 		$576K Buy
5,223
+1,746
+50% +$192K 0.01% 839
2024
Q1 		$397K Buy
3,477
+1
+0% +$108 0.01% 823
2023
Q4 		$363K Sell
3,476
-338
-9% -$32K 0.01% 847
2023
Q3 		$348K Buy
3,814
+358
+10% +$34.2K 0.01% 756
2023
Q2 		$334K Buy
3,456
+42
+1% +$3.83K 0.01% 785
2023
Q1 		$311K Sell
3,414
-151
-4% -$13.5K 0.01% 769
2022
Q4 		$298K Buy
3,565
+704
+25% +$59.3K 0.01% 675
2022
Q3 		$224K Buy
2,861
+171
+6% +$14.7K 0.01% 680
2022
Q2 		$213K Buy
2,690
+33
+1% +$2.87K 0.01% 644
2022
Q1 		$267K Buy
2,657
+857
+48% +$85.4K 0.01% 629
2021
Q4 		$207K Hold
1,800
– – 0.01% 722
2021
Q3 		$202K Sell
1,800
-131
-7% -$15.1K 0.01% 692
2021
Q2 		$219K Buy
+1,931
New +$206K 0.01% 647
2020
Q4 		– Sell
-2,404
Closed -$208K – 711
2020
Q3 		$208K Sell
2,404
-328
-12% -$27.7K 0.01% 543
2020
Q2 		$216K Buy
+2,732
New +$198K 0.02% 526
2018
Q4 		– Sell
-132
Closed -$9K – 1199
2018
Q3 		$9K Sell
132
-186
-58% -$12.4K ﹤0.01% 853
2018
Q2 		$20K Buy
318
+286
+894% +$18K ﹤0.01% 805
2018
Q1 		$2K Hold
32
– – ﹤0.01% 1251
2017
Q4 		$2K Buy
+32
New +$1.88K ﹤0.01% 1174
2017
Q3 		– Sell
-32
Closed -$2K – 1102
2017
Q2 		$2K Buy
+32
New +$1.7K ﹤0.01% 1158

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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

OneDigital Investment Advisors's IWP Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.7% in Q2 2026, selling an estimated $98.7K and leaving 9,970 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #606.

OneDigital Investment Advisors first reported a position in IWP in Q2 2017 and has held it in 28 quarters since. 872 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • OneDigital Investment Advisors held 9,970 shares of iShares Russell Mid-Cap Growth ETF worth $1.46M as of Q2 2026.
  • OneDigital Investment Advisors sold 716 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $98.7K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #606 holding.
  • OneDigital Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and has held it in 28 quarters since.
  • 872 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.