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

Operose 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	$117K	Buy	800 +304	+61%	+$41.9K	0.02%	223
2026 Q1	$63.5K	Hold	496	–	–	0.01%	256
2025 Q4	$67.9K	Sell	496 -69	-12%	-$9.64K	0.02%	254
2025 Q3	$80.5K	Buy	565 +69	+14%	+$9.75K	0.02%	220
2025 Q2	$68.8K	Hold	496	–	–	0.02%	205
2025 Q1	$58.3K	Hold	496	–	–	0.02%	203
2024 Q4	$62.9K	Hold	496	–	–	0.02%	196
2024 Q3	$58.2K	Buy	496 +482	+3,443%	+$53.9K	0.02%	254
2024 Q2	$1.54K	Hold	14	–	–	﹤0.01%	544
2024 Q1	$1.6K	Buy	+14	New	+$1.51K	﹤0.01%	598

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

Operose Advisors's IWP Position: Q2 2026 in Review

Operose Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 61% in Q2 2026, buying an estimated $41.9K and bringing the position to 800 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #223.

Operose Advisors first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Operose Advisors held 800 shares of iShares Russell Mid-Cap Growth ETF worth $117K as of Q2 2026.
Operose Advisors bought 304 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $41.9K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #223 holding.
Operose Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.