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Prospera Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Prospera Financial Services’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 		$2.16M Buy
14,743
+316
+2% +$43.6K 0.03% 500
2026
Q1 		$1.85M Sell
14,427
-13,897
-49% -$1.88M 0.03% 529
2025
Q4 		$3.88M Sell
28,324
-472
-2% -$66K 0.06% 305
2025
Q3 		$4.1M Sell
28,796
-575
-2% -$81.3K 0.07% 290
2025
Q2 		$4.07M Sell
29,371
-691
-2% -$87.4K 0.08% 274
2025
Q1 		$3.53M Buy
30,062
+652
+2% +$83.8K 0.08% 254
2024
Q4 		$3.73M Buy
29,410
+1,870
+7% +$238K 0.09% 249
2024
Q3 		$3.23M Sell
27,540
-174
-0.6% -$19.5K 0.08% 256
2024
Q2 		$3.06M Sell
27,714
-7
-0% -$769 0.09% 252
2024
Q1 		$3.16M Sell
27,721
-26
-0.1% -$2.81K 0.09% 240
2023
Q4 		$2.9M Buy
27,747
+304
+1% +$28.8K 0.1% 243
2023
Q3 		$2.51M Buy
27,443
+172
+0.6% +$16.4K 0.1% 227
2023
Q2 		$2.64M Sell
27,271
-577
-2% -$52.6K 0.1% 225
2023
Q1 		$2.54M Buy
27,848
+13,680
+97% +$1.22M 0.1% 235
2022
Q4 		$1.18M Sell
14,168
-12,649
-47% -$1.06M 0.06% 318
2022
Q3 		$2.1M Sell
26,817
-817
-3% -$70.3K 0.11% 224
2022
Q2 		$2.19M Sell
27,634
-724
-3% -$63K 0.11% 228
2022
Q1 		$2.85M Sell
28,358
-998
-3% -$99.4K 0.12% 213
2021
Q4 		$3.38M Buy
29,356
+6,485
+28% +$756K 0.15% 167
2021
Q3 		$2.56M Sell
22,871
-485
-2% -$55.8K 0.13% 195
2021
Q2 		$2.64M Buy
23,356
+209
+0.9% +$22.3K 0.13% 195
2021
Q1 		$2.36M Sell
23,147
-471
-2% -$49.2K 0.14% 181
2020
Q4 		$2.43M Buy
23,618
+21,590
+1,065% +$2.05M 0.17% 151
2020
Q3 		$175K Sell
2,028
-21,434
-91% -$1.81M 0.07% 269
2020
Q2 		$1.85M Sell
23,462
-48
-0.2% -$3.48K 0.16% 163
2020
Q1 		$1.43M Sell
23,510
-1,320
-5% -$96.2K 0.15% 160
2019
Q4 		$1.89M Buy
24,830
+17,308
+230% +$1.27M 0.15% 178
2019
Q3 		$532K Buy
7,522
+2,712
+56% +$195K 0.05% 297
2019
Q2 		$346K Buy
4,810
+132
+3% +$9.18K 0.04% 370
2019
Q1 		$326K Sell
4,678
-746
-14% -$47.9K 0.11% 236
2018
Q4 		$309K Sell
5,424
-3,982
-42% -$242K 0.06% 275
2018
Q3 		$615K Sell
9,406
-4,846
-34% -$322K 0.11% 182
2018
Q2 		$910K Buy
14,252
+42
+0.3% +$2.64K 0.12% 147
2018
Q1 		$871K Buy
14,210
+3,106
+28% +$194K 0.12% 157
2017
Q4 		$685K Sell
11,104
-1,546
-12% -$90.9K 0.1% 167
2017
Q3 		$723K Buy
12,650
+1,134
+10% +$62.2K 0.11% 174
2017
Q2 		$616K Buy
11,516
+5,330
+86% +$284K 0.1% 188
2017
Q1 		$318K Buy
+6,186
New +$316K 0.06% 258
2016
Q1 		– Sell
-4,860
Closed -$223K – 359
2015
Q4 		$223K Buy
+4,860
New +$226K 0.05% 246

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

Prospera Financial Services's IWP Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.2% in Q2 2026, buying an estimated $43.6K and bringing the position to 14,743 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #500.

Prospera Financial Services first reported a position in IWP in Q4 2015 and has held it in 39 quarters since. The position peaked at $4.1M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Prospera Financial Services held 14,743 shares of iShares Russell Mid-Cap Growth ETF worth $2.16M as of Q2 2026.
  • Prospera Financial Services bought 316 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.6K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #500 holding.
  • Prospera Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 39 quarters since.
  • Prospera Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $4.1M in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.