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

Physician 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	$14.6K	Hold	100	–	–	﹤0.01%	771
2026 Q1	$12.8K	Hold	100	–	–	﹤0.01%	734
2025 Q4	$13.7K	Sell	100 -20	-17%	-$2.79K	﹤0.01%	682
2025 Q3	$17.1K	Hold	120	–	–	﹤0.01%	613
2025 Q2	$16.6K	Hold	120	–	–	﹤0.01%	550
2025 Q1	$14.1K	Hold	120	–	–	﹤0.01%	550
2024 Q4	$15.2K	Buy	+120	New	+$15.3K	﹤0.01%	557

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

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

Physician Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 100 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Physician Wealth Advisors first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Physician Wealth Advisors held 100 shares of iShares Russell Mid-Cap Growth ETF worth $14.6K as of Q2 2026.
Physician Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #771 holding.
Physician Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $17.1K in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.