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

Pin Oak 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	$38K	Hold	259	–	–	0.03%	241
2026 Q1	$33K	Sell	259 -424	-62%	-$57.4K	0.02%	248
2025 Q4	$93K	Sell	683 -200	-23%	-$27.9K	0.07%	153
2025 Q3	$126K	Hold	883	–	–	0.09%	132
2025 Q2	$103K	Sell	883 -380	-30%	-$48.1K	0.09%	139
2025 Q1	$104K	Hold	1,263	–	–	0.08%	143
2024 Q4	$148K	Hold	1,263	–	–	0.13%	112
2024 Q3	$148K	Sell	1,263 -126	-9%	-$14.1K	0.13%	113
2024 Q2	$153K	Hold	1,389	–	–	0.15%	101
2024 Q1	$159K	Hold	1,389	–	–	0.15%	101
2023 Q4	$145K	Hold	1,389	–	–	0.15%	105
2023 Q3	$127K	Hold	1,389	–	–	0.14%	106
2023 Q2	$134K	Buy	1,389 +380	+38%	+$34.6K	0.15%	105
2023 Q1	$92K	Hold	1,009	–	–	0.11%	124
2022 Q4	$84K	Hold	1,009	–	–	0.1%	116
2022 Q3	$79K	Hold	1,009	–	–	0.1%	116
2022 Q2	$80K	Buy	1,009 +126	+14%	+$11K	0.1%	120
2022 Q1	$89K	Sell	883 -8	-0.9%	-$797	0.1%	126
2021 Q4	$103K	Hold	891	–	–	0.1%	125
2021 Q3	$100K	Hold	891	–	–	0.11%	119
2021 Q2	$101K	Buy	891 +8	+0.9%	+$854	0.1%	124
2021 Q1	$90K	Buy	883 +387	+78%	+$40.5K	0.08%	140
2020 Q4	$51K	Hold	496	–	–	0.04%	182
2020 Q3	$43K	Hold	496	–	–	0.04%	172
2020 Q2	$39K	Hold	496	–	–	0.04%	177
2020 Q1	$30K	Hold	496	–	–	0.03%	195
2019 Q4	$38K	Hold	496	–	–	0.03%	195
2019 Q3	$35K	Hold	496	–	–	0.03%	212
2019 Q2	$35K	Hold	496	–	–	0.03%	219
2019 Q1	$34K	Hold	496	–	–	0.03%	204
2018 Q4	$28K	Hold	496	–	–	0.02%	218
2018 Q3	$34K	Hold	496	–	–	0.03%	217
2018 Q2	$31K	Hold	496	–	–	0.02%	227
2018 Q1	$30K	Hold	496	–	–	0.02%	235
2017 Q4	$30K	Buy	+496	New	+$29.2K	0.02%	237

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

Pin Oak Investment Advisors's IWP Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 259 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #241.

Pin Oak Investment Advisors first reported a position in IWP in Q4 2017 and has held it in 35 quarters since. The position peaked at $159K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pin Oak Investment Advisors held 259 shares of iShares Russell Mid-Cap Growth ETF worth $38K as of Q2 2026.
Pin Oak Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #241 holding.
Pin Oak Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
Pin Oak Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $159K in Q1 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.