Paladin Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Paladin Advisory Group’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	$370K	Sell	2,529 -45	-2%	-$6.2K	0.25%	60
2026 Q1	$330K	Sell	2,574 -218	-8%	-$29.5K	0.25%	58
2025 Q4	$382K	Sell	2,792 -289	-9%	-$40.4K	0.28%	56
2025 Q3	$439K	Hold	3,081	–	–	0.34%	48
2025 Q2	$427K	Sell	3,081 -89	-3%	-$11.3K	0.33%	56
2025 Q1	$372K	Sell	3,170 -13	-0.4%	-$1.67K	0.3%	57
2024 Q4	$403K	Sell	3,183 -10	-0.3%	-$1.27K	0.31%	56
2024 Q3	$375K	Hold	3,193	–	–	0.28%	62
2024 Q2	$350K	Sell	3,193 -48	-1%	-$5.27K	0.27%	60
2024 Q1	$368K	Sell	3,241 -123	-4%	-$13.3K	0.29%	57
2023 Q4	$351K	Sell	3,364 -72	-2%	-$6.83K	0.29%	57
2023 Q3	$314K	Sell	3,436 -154	-4%	-$14.7K	0.26%	64
2023 Q2	$347K	Hold	3,590	–	–	0.28%	62
2023 Q1	$327K	Buy	+3,590	New	+$320K	0.27%	66
2022 Q2	–	Sell	-7,417	Closed	-$646K	–	395
2022 Q1	$750K	Buy	+7,417	New	+$739K	0.61%	44

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Paladin Advisory Group's IWP Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q2 2026, selling an estimated $6.2K and leaving 2,529 shares worth $370K. The position accounts for 0.25% of the portfolio, ranked #60.

Paladin Advisory Group first reported a position in IWP in Q1 2022 and has held it in 15 quarters since. The position peaked at $750K in Q1 2022. 559 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Paladin Advisory Group held 2,529 shares of iShares Russell Mid-Cap Growth ETF worth $370K as of Q2 2026.
Paladin Advisory Group sold 45 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.2K.
iShares Russell Mid-Cap Growth ETF made up 0.25% of Paladin Advisory Group's portfolio in Q2 2026, its #60 holding.
Paladin Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $750K in Q1 2022.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.