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

Petra Financial 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 		$10.8M Buy
73,491
+1,390
+2% +$192K 4.99% 2
2026
Q1 		$9.24M Buy
72,101
+1,350
+2% +$183K 5.72% 3
2025
Q4 		$9.69M Sell
70,751
-1,908
-3% -$267K 5.69% 2
2025
Q3 		$10.3M Buy
72,659
+2,089
+3% +$295K 6.03% 2
2025
Q2 		$9.79M Buy
70,570
+14,046
+25% +$1.78M 6.21% 2
2025
Q1 		$6.64M Sell
56,524
-823
-1% -$106K 5.44% 4
2024
Q4 		$7.27M Buy
57,347
+1,252
+2% +$159K 4.94% 2
2024
Q3 		$6.58M Buy
56,095
+981
+2% +$110K 4.34% 2
2024
Q2 		$6.08M Buy
55,114
+2,183
+4% +$240K 4.37% 1
2024
Q1 		$6.04M Sell
52,931
-451
-0.8% -$48.8K 4.44% 2
2023
Q4 		$5.58M Buy
53,382
+4,869
+10% +$462K 4.66% 2
2023
Q3 		$4.43M Buy
+48,513
New +$4.64M 3.7% 2

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
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

Petra Financial Advisors's IWP Position: Q2 2026 in Review

Petra Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q2 2026, buying an estimated $192K and bringing the position to 73,491 shares worth $10.8M. The position accounts for 4.99% of the portfolio, ranked #2.

Petra Financial Advisors first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. 552 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Petra Financial Advisors held 73,491 shares of iShares Russell Mid-Cap Growth ETF worth $10.8M as of Q2 2026.
  • Petra Financial Advisors bought 1,390 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $192K.
  • iShares Russell Mid-Cap Growth ETF made up 4.99% of Petra Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Petra Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.