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

Prime Capital 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 		$1.59M Buy
10,865
+153
+1% +$21.1K 0.02% 421
2026
Q1 		$1.37M Sell
10,712
-337
-3% -$45.6K 0.02% 434
2025
Q4 		$1.51M Buy
11,049
+14
+0.1% +$1.96K 0.02% 407
2025
Q3 		$1.57M Sell
11,035
-105
-0.9% -$14.8K 0.02% 383
2025
Q2 		$1.54M Sell
11,140
-697
-6% -$88.2K 0.02% 376
2025
Q1 		$1.39M Buy
11,837
+642
+6% +$82.5K 0.02% 439
2024
Q4 		$1.42M Sell
11,195
-1,017
-8% -$129K 0.02% 360
2024
Q3 		$1.43M Buy
12,212
+774
+7% +$86.5K 0.02% 372
2024
Q2 		$1.26M Sell
11,438
-801
-7% -$88K 0.02% 392
2024
Q1 		$1.4M Buy
12,239
+140
+1% +$15.1K 0.02% 405
2023
Q4 		$1.26M Buy
12,099
+487
+4% +$46.2K 0.02% 394
2023
Q3 		$1.06M Sell
11,612
-509
-4% -$48.7K 0.02% 336
2023
Q2 		$1.17M Buy
12,121
+2,374
+24% +$216K 0.02% 329
2023
Q1 		$887K Sell
9,747
-1,698
-15% -$152K 0.04% 260
2022
Q4 		$957K Buy
11,445
+1,662
+17% +$140K 0.04% 241
2022
Q3 		$767K Sell
9,783
-186
-2% -$16K 0.04% 195
2022
Q2 		$790K Sell
9,969
-74,483
-88% -$6.49M 0.05% 193
2022
Q1 		$9.73M Sell
84,452
-1,025
-1% -$102K 0.54% 33
2021
Q4 		$9.85M Buy
85,477
+12,472
+17% +$1.45M 0.53% 35
2021
Q3 		$8.18M Buy
73,005
+44,501
+156% +$5.12M 0.51% 30
2021
Q2 		$3.23M Buy
28,504
+13,412
+89% +$1.43M 0.19% 111
2021
Q1 		$1.54M Buy
15,092
+6,745
+81% +$705K 0.11% 144
2020
Q4 		$857K Sell
8,347
-18,919
-69% -$1.8M 0.07% 159
2020
Q3 		$2.36M Buy
27,266
+21,536
+376% +$1.82M 0.2% 93
2020
Q2 		$453K Buy
5,730
+5,496
+2,349% +$399K 0.04% 182
2020
Q1 		$14K Buy
234
+116
+98% +$8.45K ﹤0.01% 382
2019
Q4 		$9K Hold
118
– – ﹤0.01% 508
2019
Q3 		$8K Buy
+118
New +$8.48K ﹤0.01% 551
2019
Q2 		– Sell
-286
Closed -$19K – 372
2019
Q1 		$19K Buy
+286
New +$18.4K 0.01% 243
2018
Q1 		– Sell
-606
Closed -$37K – 262
2017
Q4 		$37K Buy
+606
New +$35.6K 0.03% 170

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Prime Capital Investment Advisors's IWP Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.4% in Q2 2026, buying an estimated $21.1K and bringing the position to 10,865 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #421.

Prime Capital Investment Advisors first reported a position in IWP in Q4 2017 and has held it in 30 quarters since. The position peaked at $9.85M in Q4 2021. 1,078 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Prime Capital Investment Advisors held 10,865 shares of iShares Russell Mid-Cap Growth ETF worth $1.59M as of Q2 2026.
  • Prime Capital Investment Advisors bought 153 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #421 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 30 quarters since.
  • Prime Capital Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $9.85M in Q4 2021.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.