PIA
IWP icon

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

Powell 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 		$7.64M Sell
52,203
-7
-0% -$965 2.41% 9
2026
Q1 		$6.69M Buy
52,210
+574
+1% +$77.7K 2.31% 10
2025
Q4 		$7.07M Sell
51,636
-882
-2% -$123K 2.43% 9
2025
Q3 		$7.48M Sell
52,518
-1,556
-3% -$220K 2.61% 8
2025
Q2 		$7.5M Buy
54,074
+1,856
+4% +$235K 2.81% 8
2025
Q1 		$6.14M Buy
52,218
+2,499
+5% +$321K 3.01% 8
2024
Q4 		$6.3M Buy
49,719
+81
+0.2% +$10.3K 2.92% 10
2024
Q3 		$5.82M Buy
49,638
+2,110
+4% +$236K 2.72% 9
2024
Q2 		$5.24M Buy
47,528
+526
+1% +$57.8K 2.72% 10
2024
Q1 		$5.36M Sell
47,002
-1,282
-3% -$139K 2.83% 10
2023
Q4 		$5.04M Buy
48,284
+385
+0.8% +$36.5K 2.79% 9
2023
Q3 		$4.38M Sell
47,899
-117
-0.2% -$11.2K 2.63% 9
2023
Q2 		$4.64M Sell
48,016
-8,571
-15% -$781K 2.71% 9
2023
Q1 		$5.15M Buy
56,587
+358
+0.6% +$31.9K 2.87% 11
2022
Q4 		$4.7M Sell
56,229
-4,264
-7% -$359K 2.73% 11
2022
Q3 		$4.74M Buy
60,493
+3,849
+7% +$331K 3.11% 9
2022
Q2 		$4.49M Buy
56,644
+11,095
+24% +$966K 2.72% 11
2022
Q1 		$4.58M Buy
45,549
+9,256
+26% +$922K 2.66% 11
2021
Q4 		$4.18M Buy
36,293
+1,151
+3% +$134K 2.38% 12
2021
Q3 		$3.94M Buy
35,142
+1,395
+4% +$160K 2.43% 12
2021
Q2 		$3.82M Buy
33,747
+1,198
+4% +$128K 2.35% 12
2021
Q1 		$3.32M Buy
32,549
+1,077
+3% +$113K 2.17% 12
2020
Q4 		$3.23M Buy
31,472
+580
+2% +$55.2K 2.46% 10
2020
Q3 		$2.67M Buy
30,892
+136
+0.4% +$11.5K 2.29% 10
2020
Q2 		$2.43M Buy
30,756
+904
+3% +$65.6K 2.35% 9
2020
Q1 		$1.81M Sell
29,852
-266
-0.9% -$19.4K 2.2% 10
2019
Q4 		$2.3M Buy
+30,118
New +$2.21M 2.4% 9

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
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 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

Powell Investment Advisors's IWP Position: Q2 2026 in Review

Powell Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.01% in Q2 2026, selling an estimated $965 and leaving 52,203 shares worth $7.64M. The position accounts for 2.41% of the portfolio, ranked #9.

Powell Investment Advisors first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Powell Investment Advisors held 52,203 shares of iShares Russell Mid-Cap Growth ETF worth $7.64M as of Q2 2026.
  • Powell Investment Advisors sold 7 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $965.
  • iShares Russell Mid-Cap Growth ETF made up 2.41% of Powell Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Powell Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.