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

Procyon 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	$5.4M	Buy	36,874 +273	+0.7%	+$37.6K	0.23%	100
2026 Q1	$4.69M	Buy	36,601 +22,093	+152%	+$2.99M	0.23%	107
2025 Q4	$1.99M	Buy	14,508 +86	+0.6%	+$12K	0.1%	177
2025 Q3	$2.05M	Buy	14,422 +892	+7%	+$126K	0.12%	138
2025 Q2	$1.88M	Buy	13,530 +1,365	+11%	+$173K	0.18%	111
2025 Q1	$1.43M	Buy	+12,165	New	+$1.56M	0.09%	219
2020 Q3	–	Sell	-472	Closed	-$37K	–	619
2020 Q2	$37K	Buy	472 +34	+8%	+$2.47K	0.02%	428
2020 Q1	$27K	Hold	438	–	–	0.02%	426
2019 Q4	$33K	Buy	+438	New	+$32.1K	0.02%	407

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

Procyon Advisors's IWP Position: Q2 2026 in Review

Procyon Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.75% in Q2 2026, buying an estimated $37.6K and bringing the position to 36,874 shares worth $5.4M. The position accounts for 0.23% of the portfolio, ranked #100.

Procyon Advisors first reported a position in IWP in Q4 2019 and has held it in 9 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Procyon Advisors held 36,874 shares of iShares Russell Mid-Cap Growth ETF worth $5.4M as of Q2 2026.
Procyon Advisors bought 273 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $37.6K.
iShares Russell Mid-Cap Growth ETF made up 0.23% of Procyon Advisors's portfolio in Q2 2026, its #100 holding.
Procyon Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 9 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.