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

Provenance Wealth 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	$8.79K	Hold	60	–	–	﹤0.01%	355
2026 Q1	$7.69K	Hold	60	–	–	﹤0.01%	321
2025 Q4	$8.22K	Hold	60	–	–	﹤0.01%	317
2025 Q3	$8.54K	Hold	60	–	–	﹤0.01%	333
2025 Q2	$8.32K	Hold	60	–	–	﹤0.01%	319
2025 Q1	$7.05K	Hold	60	–	–	﹤0.01%	336
2024 Q4	$7.61K	Hold	60	–	–	﹤0.01%	337
2024 Q3	$7.04K	Hold	60	–	–	﹤0.01%	373
2024 Q2	$6.62K	Hold	60	–	–	﹤0.01%	312
2024 Q1	$6.85K	Hold	60	–	–	﹤0.01%	343
2023 Q4	$6.27K	Hold	60	–	–	﹤0.01%	349
2023 Q3	$5.48K	Buy	+60	New	+$5.74K	﹤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

Provenance Wealth Advisors's IWP Position: Q2 2026 in Review

Provenance Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 60 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Provenance Wealth Advisors first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Provenance Wealth Advisors held 60 shares of iShares Russell Mid-Cap Growth ETF worth $8.79K as of Q2 2026.
Provenance Wealth Advisors 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 Provenance Wealth Advisors's portfolio in Q2 2026, its #355 holding.
Provenance Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.