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Private Advisor Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Private Advisor 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 		$17.4M Sell
118,781
-5,090
-4% -$702K 0.08% 262
2026
Q1 		$15.9M Sell
123,871
-9,845
-7% -$1.33M 0.07% 282
2025
Q4 		$18.3M Buy
133,716
+382
+0.3% +$53.4K 0.09% 246
2025
Q3 		$19M Sell
133,334
-646
-0.5% -$91.3K 0.09% 222
2025
Q2 		$18.6M Buy
133,980
+1,696
+1% +$215K 0.1% 206
2025
Q1 		$15.5M Sell
132,284
-56
-0% -$7.2K 0.09% 216
2024
Q4 		$16.8M Sell
132,340
-4,065
-3% -$517K 0.09% 201
2024
Q3 		$16M Buy
136,405
+598
+0.4% +$66.9K 0.1% 192
2024
Q2 		$15M Buy
135,807
+1,777
+1% +$195K 0.1% 189
2024
Q1 		$15.3M Buy
134,030
+2,318
+2% +$251K 0.11% 171
2023
Q4 		$13.8M Sell
131,712
-7,645
-5% -$725K 0.11% 182
2023
Q3 		$12.7M Sell
139,357
-8,168
-6% -$781K 0.11% 169
2023
Q2 		$14.3M Sell
147,525
-19,981
-12% -$1.82M 0.12% 163
2023
Q1 		$15.3M Sell
167,506
-14,789
-8% -$1.32M 0.15% 148
2022
Q4 		$2.63M Buy
182,295
+8,473
+5% +$713K 0.13% 164
2022
Q3 		$13.6M Buy
173,822
+18,282
+12% +$1.57M 0.16% 138
2022
Q2 		$12.3M Sell
155,540
-7,158
-4% -$623K 0.11% 185
2022
Q1 		$16.4M Buy
162,698
+1,432
+0.9% +$143K 0.13% 167
2021
Q4 		$18.6M Sell
161,266
-30,434
-16% -$3.55M 0.14% 150
2021
Q3 		$21.5M Buy
191,700
+33,914
+21% +$3.9M 0.14% 154
2021
Q2 		$17.9M Buy
157,786
+3,300
+2% +$352K 0.16% 137
2021
Q1 		$15.8M Sell
154,486
-2,178
-1% -$228K 0.15% 143
2020
Q4 		$16.1M Buy
156,664
+10,706
+7% +$1.02M 0.17% 124
2020
Q3 		$12.5M Buy
145,958
+2,288
+2% +$193K 0.16% 128
2020
Q2 		$11.4M Sell
143,670
-1,102
-0.8% -$79.9K 0.16% 135
2020
Q1 		$8.8M Sell
144,772
-8,644
-6% -$630K 0.16% 142
2019
Q4 		$11.7M Sell
153,416
-2,756
-2% -$202K 0.18% 128
2019
Q3 		$11M Sell
156,172
-4,306
-3% -$309K 0.17% 133
2019
Q2 		$11.4M Sell
160,478
-13,254
-8% -$922K 0.21% 110
2019
Q1 		$11.8M Sell
173,732
-5,796
-3% -$372K 0.23% 96
2018
Q4 		$10.2M Sell
179,528
-21,396
-11% -$1.3M 0.25% 95
2018
Q3 		$13.6M Buy
200,924
+114,216
+132% +$7.59M 0.28% 76
2018
Q2 		$5.52M Sell
86,708
-36,244
-29% -$2.28M 0.09% 109
2018
Q1 		$7.56M Buy
122,952
+28,528
+30% +$1.78M 0.3% 71
2017
Q4 		$5.88M Sell
94,424
-109,254
-54% -$6.42M 0.25% 95
2017
Q3 		$11.7M Buy
203,678
+2,920
+1% +$160K 0.29% 82
2017
Q2 		$10.8M Sell
200,758
-156,168
-44% -$8.31M 0.29% 82
2017
Q1 		$10.1M Buy
356,926
+170,448
+91% +$8.7M 0.28% 81
2016
Q4 		$9.3M Buy
186,478
+36,070
+24% +$1.74M 0.31% 77
2016
Q3 		$7.25M Buy
150,408
+106,472
+242% +$5.16M 0.3% 81
2016
Q2 		$2.05M Buy
43,936
+2,718
+7% +$126K 0.08% 238
2016
Q1 		$1.9M Buy
41,218
+18,888
+85% +$816K 0.09% 226
2015
Q4 		$1.03M Sell
22,330
-2,216
-9% -$103K 0.05% 382
2015
Q3 		$1.09M Buy
24,546
+8,472
+53% +$402K 0.06% 338
2015
Q2 		$778K Sell
16,074
-356
-2% -$17.6K 0.04% 459
2015
Q1 		$805K Buy
16,430
+748
+5% +$35.7K 0.05% 414
2014
Q4 		$731K Sell
15,682
-1,020
-6% -$46.1K 0.05% 428
2014
Q3 		$738K Sell
16,702
-670
-4% -$29.9K 0.05% 397
2014
Q2 		$778K Buy
17,372
+470
+3% +$20.2K 0.07% 354
2014
Q1 		$725K Buy
16,902
+1,390
+9% +$59.2K 0.08% 314
2013
Q4 		$654K Buy
+15,512
New +$627K 0.07% 324

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Private Advisor Group's IWP Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.1% in Q2 2026, selling an estimated $702K and leaving 118,781 shares worth $17.4M. The position accounts for 0.08% of the portfolio, ranked #262.

Private Advisor Group first reported a position in IWP in Q4 2013 and has held it in 51 quarters since. The position peaked at $21.5M in Q3 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Private Advisor Group held 118,781 shares of iShares Russell Mid-Cap Growth ETF worth $17.4M as of Q2 2026.
  • Private Advisor Group sold 5,090 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $702K.
  • iShares Russell Mid-Cap Growth ETF made up 0.08% of Private Advisor Group's portfolio in Q2 2026, its #262 holding.
  • Private Advisor Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's iShares Russell Mid-Cap Growth ETF position peaked at $21.5M in Q3 2021.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.