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

Pure Financial 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	$760K	Sell	5,191 -89	-2%	-$12.3K	0.01%	282
2026 Q1	$676K	Sell	5,280 -51	-1%	-$6.9K	0.01%	276
2025 Q4	$730K	Buy	5,331 +8	+0.2%	+$1.12K	0.01%	260
2025 Q3	$758K	Sell	5,323 -666	-11%	-$94.1K	0.01%	243
2025 Q2	$831K	Buy	5,989 +1,599	+36%	+$202K	0.01%	224
2025 Q1	$516K	Sell	4,390 -419	-9%	-$53.9K	0.01%	232
2024 Q4	$610K	Buy	4,809 +207	+4%	+$26.3K	0.01%	195
2024 Q3	$540K	Buy	4,602 +61	+1%	+$6.82K	0.01%	207
2024 Q2	$501K	Sell	4,541 -32	-0.7%	-$3.52K	0.01%	201
2024 Q1	$522K	Buy	4,573 +864	+23%	+$93.5K	0.02%	193
2023 Q4	$387K	Sell	3,709 -68	-2%	-$6.45K	0.01%	214
2023 Q3	$345K	Buy	3,777 +805	+27%	+$77K	0.01%	201
2023 Q2	$287K	Hold	2,972	–	–	0.01%	217
2023 Q1	$271K	Sell	2,972 -173	-6%	-$15.4K	0.01%	214
2022 Q4	$263K	Buy	3,145 +6	+0.2%	+$505	0.01%	204
2022 Q3	$246K	Sell	3,139 -2,911	-48%	-$251K	0.01%	200
2022 Q2	$479K	Buy	6,050 +3,318	+121%	+$289K	0.03%	159
2022 Q1	$275K	Sell	2,732 -165	-6%	-$16.4K	0.01%	190
2021 Q4	$334K	Buy	2,897 +59	+2%	+$6.88K	0.02%	159
2021 Q3	$318K	Sell	2,838 -82	-3%	-$9.43K	0.02%	147
2021 Q2	$331K	Sell	2,920 -41	-1%	-$4.38K	0.03%	145
2021 Q1	$302K	Sell	2,961 -210	-7%	-$22K	0.03%	144
2020 Q4	$326K	Sell	3,171 -209	-6%	-$19.9K	0.04%	137
2020 Q3	$292K	Sell	3,380 -560	-14%	-$47.3K	0.04%	126
2020 Q2	$311K	Sell	3,940 -404	-9%	-$29.3K	0.05%	111
2020 Q1	$264K	Sell	4,344 -148	-3%	-$10.8K	0.04%	113
2019 Q4	$343K	Sell	4,492 -146	-3%	-$10.7K	0.06%	109
2019 Q3	$328K	Sell	4,638 -24	-0.5%	-$1.73K	0.06%	105
2019 Q2	$332K	Sell	4,662 -82	-2%	-$5.7K	0.06%	107
2019 Q1	$322K	Sell	4,744 -96	-2%	-$6.16K	0.06%	111
2018 Q4	$275K	Sell	4,840 -314	-6%	-$19.1K	0.06%	121
2018 Q3	$349K	Buy	+5,154	New	+$343K	0.08%	106
2017 Q4	–	Sell	-8,714	Closed	-$493K	–	54
2017 Q3	$493K	Sell	8,714 -192	-2%	-$10.5K	0.13%	72
2017 Q2	$481K	Sell	8,906 -278	-3%	-$14.8K	0.13%	72
2017 Q1	$477K	Sell	9,184 -306	-3%	-$15.6K	0.14%	67
2016 Q4	$462K	Sell	9,490 -576	-6%	-$27.8K	0.14%	63
2016 Q3	$490K	Sell	10,066 -318	-3%	-$15.4K	0.16%	59
2016 Q2	$486K	Buy	10,384 +24	+0.2%	+$1.11K	0.17%	54
2016 Q1	$480K	Sell	10,360 -330	-3%	-$14.3K	0.17%	52
2015 Q4	$491K	Sell	10,690 -760	-7%	-$35.3K	0.21%	44
2015 Q3	$507K	Buy	11,450 +2,234	+24%	+$106K	0.24%	37
2015 Q2	$446K	Sell	9,216 -462	-5%	-$22.8K	0.22%	43
2015 Q1	$474K	Sell	9,678 -1,290	-12%	-$61.6K	0.16%	34
2014 Q4	$511K	Buy	10,968 +482	+5%	+$21.8K	0.18%	33
2014 Q3	$463K	Sell	10,486 -4,620	-31%	-$206K	0.17%	34
2014 Q2	$676K	Sell	15,106 -1,426	-9%	-$61.3K	0.25%	29
2014 Q1	$702K	Sell	16,532 -1,908	-10%	-$81.2K	0.29%	28
2013 Q4	$778K	Sell	18,440 -1,662	-8%	-$67.2K	0.34%	26
2013 Q3	$786K	Sell	20,102 -1,720	-8%	-$65.6K	0.38%	26
2013 Q2	$783K	Buy	+21,822	New	+$780K	0.42%	25

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

Pure Financial Advisors's IWP Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q2 2026, selling an estimated $12.3K and leaving 5,191 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #282.

Pure Financial Advisors first reported a position in IWP in Q2 2013 and has held it in 50 quarters since. The position peaked at $831K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pure Financial Advisors held 5,191 shares of iShares Russell Mid-Cap Growth ETF worth $760K as of Q2 2026.
Pure Financial Advisors sold 89 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.3K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #282 holding.
Pure Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 50 quarters since.
Pure Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $831K in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.