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

Private Advisory 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	$246K	Hold	1,677	–	–	0.01%	274
2026 Q1	$215K	Buy	+1,677	New	+$227K	0.01%	269

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

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

Private Advisory Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,677 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #274.

Private Advisory Group first reported a position in IWP in Q1 2026 and has held it in 2 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Private Advisory Group held 1,677 shares of iShares Russell Mid-Cap Growth ETF worth $246K as of Q2 2026.
Private Advisory Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #274 holding.
Private Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.