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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.6K	Hold	284	–	–	0.01%	318
2026 Q1	$36.4K	Hold	284	–	–	0.01%	290
2025 Q4	$38.9K	Hold	284	–	–	0.02%	275
2025 Q3	$40.4K	Hold	284	–	–	0.02%	268
2025 Q2	$39.4K	Hold	284	–	–	0.02%	268
2025 Q1	$33.4K	Hold	284	–	–	0.02%	246
2024 Q4	$36K	Hold	284	–	–	0.02%	240
2024 Q3	$33.3K	Hold	284	–	–	0.02%	237
2024 Q2	$31.3K	Hold	284	–	–	0.02%	399
2024 Q1	$32.4K	Hold	284	–	–	0.02%	396
2023 Q4	$29.7K	Hold	284	–	–	0.02%	224
2023 Q3	$25.9K	Hold	284	–	–	0.02%	317
2023 Q2	$27.4K	Hold	284	–	–	0.02%	313
2023 Q1	$25.9K	Hold	284	–	–	0.02%	307
2022 Q4	$23.7K	Buy	+284	New	+$23.9K	0.02%	494

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Register Financial Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 284 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #318.

Register Financial Advisors first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Register Financial Advisors held 284 shares of iShares Russell Mid-Cap Growth ETF worth $41.6K as of Q2 2026.
Register Financial 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 Register Financial Advisors's portfolio in Q2 2026, its #318 holding.
Register Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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