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

Regal Investment 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
Q1 		$431K Buy
3,362
+261
+8% +$35.3K 0.02% 461
2025
Q4 		$425K Buy
3,101
+73
+2% +$10.2K 0.03% 453
2025
Q3 		$431K Buy
3,028
+107
+4% +$15.1K 0.03% 407
2025
Q2 		$405K Sell
2,921
-72
-2% -$9.11K 0.03% 371
2025
Q1 		$352K Sell
2,993
-50
-2% -$6.43K 0.03% 373
2024
Q4 		$386K Buy
3,043
+1
+0% +$127 0.03% 365
2024
Q3 		$357K Sell
3,042
-809
-21% -$90.5K 0.03% 411
2024
Q2 		$425K Sell
3,851
-3,884
-50% -$427K 0.03% 381
2024
Q1 		$883K Sell
7,735
-5,155
-40% -$558K 0.06% 260
2023
Q4 		$1.35M Buy
12,890
+9,198
+249% +$872K 0.1% 194
2023
Q3 		$337K Sell
3,692
-118
-3% -$11.3K 0.03% 368
2023
Q2 		$368K Buy
3,810
+1
+0% +$91 0.03% 351
2023
Q1 		$347K Buy
3,809
+2
+0.1% +$178 0.03% 356
2022
Q4 		$318K Buy
3,807
+3
+0.1% +$252 0.03% 366
2022
Q3 		$298K Buy
3,804
+2
+0.1% +$172 0.03% 370
2022
Q2 		$301K Buy
3,802
+2
+0.1% +$174 0.03% 372
2022
Q1 		$382K Sell
3,800
-10,572
-74% -$1.05M 0.04% 355
2021
Q4 		$1.66M Buy
14,372
+11,218
+356% +$1.31M 0.15% 146
2021
Q3 		$353K Buy
3,154
+42
+1% +$4.83K 0.03% 388
2021
Q2 		$352K Buy
+3,112
New +$332K 0.04% 380
2021
Q1 		– Sell
-7,652
Closed -$786K – 233
2020
Q4 		$786K Buy
+7,652
New +$728K 0.09% 210
2020
Q3 		– Sell
-8,032
Closed -$635K – 134
2020
Q2 		$635K Buy
+8,032
New +$583K 0.12% 164
2017
Q3 		– Sell
-8,396
Closed -$454K – 287
2017
Q2 		$454K Buy
+8,396
New +$447K 0.11% 174
2016
Q4 		– Sell
-6,068
Closed -$295K – 264
2016
Q3 		$295K Sell
6,068
-480
-7% -$23.3K 0.08% 210
2016
Q2 		$306K Sell
6,548
-2,300
-26% -$106K 0.08% 198
2016
Q1 		$408K Buy
+8,848
New +$382K 0.11% 165
2015
Q4 		– Sell
-3,614
Closed -$160K – 581
2015
Q3 		$160K Sell
3,614
-2,168
-37% -$103K 0.04% 276
2015
Q2 		$279K Sell
5,782
-440
-7% -$21.7K 0.08% 197
2015
Q1 		$305K Buy
6,222
+2,512
+68% +$120K 0.08% 199
2014
Q4 		$173K Sell
3,710
-454
-11% -$20.5K 0.05% 244
2014
Q3 		$184K Sell
4,164
-108
-3% -$4.82K 0.06% 228
2014
Q2 		$191K Buy
4,272
+164
+4% +$7.05K 0.07% 207
2014
Q1 		$176K Buy
4,108
+2,246
+121% +$95.6K 0.07% 195
2013
Q4 		$79K Sell
1,862
-822
-31% -$33.2K 0.05% 234
2013
Q3 		$105K Sell
2,684
-1,652
-38% -$63K 0.06% 231
2013
Q2 		$156K Buy
+4,336
New +$155K 0.09% 182

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Regal Investment Advisors's IWP Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.4% in Q1 2026, buying an estimated $35.3K and bringing the position to 3,362 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #461.

Regal Investment Advisors first reported a position in IWP in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.66M in Q4 2021. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Regal Investment Advisors held 3,362 shares of iShares Russell Mid-Cap Growth ETF worth $431K as of Q1 2026.
  • Regal Investment Advisors bought 261 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $35.3K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #461 holding.
  • Regal Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 36 quarters since.
  • Regal Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.66M in Q4 2021.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.