Prestige Wealth Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Prestige Wealth Management 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	$546K	Sell	3,729 -65	-2%	-$8.96K	0.1%	106
2026 Q1	$486K	Sell	3,794 -272	-7%	-$36.8K	0.1%	104
2025 Q4	$557K	Hold	4,066	–	–	0.11%	97
2025 Q3	$579K	Sell	4,066 -101	-2%	-$14.3K	0.11%	96
2025 Q2	$578K	Hold	4,167	–	–	0.12%	94
2025 Q1	$490K	Sell	4,167 -387	-8%	-$49.8K	0.1%	97
2024 Q4	$577K	Hold	4,554	–	–	0.12%	86
2024 Q3	$534K	Hold	4,554	–	–	0.11%	93
2024 Q2	$502K	Hold	4,554	–	–	0.11%	87
2024 Q1	$520K	Sell	4,554 -337	-7%	-$36.5K	0.11%	86
2023 Q4	$511K	Sell	4,891 -9	-0.2%	-$853	0.12%	81
2023 Q3	$448K	Sell	4,900 -172	-3%	-$16.4K	0.11%	86
2023 Q2	$490K	Hold	5,072	–	–	0.12%	84
2023 Q1	$462K	Hold	5,072	–	–	0.12%	88
2022 Q4	$424K	Sell	5,072 -107	-2%	-$9.01K	0.11%	87
2022 Q3	$406K	Sell	5,179 -40	-0.8%	-$3.44K	0.11%	86
2022 Q2	$413K	Sell	5,219 -50	-0.9%	-$4.35K	0.11%	85
2022 Q1	$530K	Hold	5,269	–	–	0.13%	76
2021 Q4	$607K	Sell	5,269 -223	-4%	-$26K	0.15%	68
2021 Q3	$615K	Sell	5,492 -30	-0.5%	-$3.45K	0.16%	62
2021 Q2	$625K	Sell	5,522 -74	-1%	-$7.9K	0.17%	61
2021 Q1	$571K	Sell	5,596 -1,300	-19%	-$136K	0.16%	60
2020 Q4	$708K	Sell	6,896 -1,064	-13%	-$101K	0.19%	56
2020 Q3	$688K	Sell	7,960 -470	-6%	-$39.7K	0.21%	58
2020 Q2	$666K	Hold	8,430	–	–	0.23%	48
2020 Q1	$513K	Sell	8,430 -4,122	-33%	-$300K	0.22%	48
2019 Q4	$957K	Sell	12,552 -46	-0.4%	-$3.37K	0.52%	34
2019 Q3	$890K	Sell	12,598 -66	-0.5%	-$4.74K	0.52%	31
2019 Q2	$903K	Sell	12,664 -3,072	-20%	-$214K	0.55%	30
2019 Q1	$1.07M	Sell	15,736 -536	-3%	-$34.4K	0.66%	24
2018 Q4	$925K	Buy	+16,272	New	+$990K	0.68%	28

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

Prestige Wealth Management Group's IWP Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q2 2026, selling an estimated $8.96K and leaving 3,729 shares worth $546K. The position accounts for 0.1% of the portfolio, ranked #106.

Prestige Wealth Management Group first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.07M in Q1 2019. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Prestige Wealth Management Group held 3,729 shares of iShares Russell Mid-Cap Growth ETF worth $546K as of Q2 2026.
Prestige Wealth Management Group sold 65 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.96K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Prestige Wealth Management Group's portfolio in Q2 2026, its #106 holding.
Prestige Wealth Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $1.07M in Q1 2019.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.