RFG Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

RFG Advisory’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	$731K	Buy	4,995 +781	+19%	+$108K	0.01%	682
2026 Q1	$540K	Sell	4,214 -296	-7%	-$40.1K	0.01%	710
2025 Q4	$618K	Sell	4,510 -19	-0.4%	-$2.65K	0.01%	647
2025 Q3	$645K	Sell	4,529 -60	-1%	-$8.48K	0.01%	584
2025 Q2	$636K	Sell	4,589 -1,704	-27%	-$216K	0.02%	542
2025 Q1	$739K	Buy	6,293 +2,600	+70%	+$334K	0.02%	473
2024 Q4	$468K	Buy	+3,693	New	+$469K	0.01%	542
2023 Q4	–	Sell	-37,752	Closed	-$3.45M	–	663
2023 Q3	$3.45M	Buy	+37,752	New	+$3.61M	0.15%	108
2020 Q4	–	Sell	-2,482	Closed	-$215K	–	451
2020 Q3	$215K	Buy	+2,482	New	+$209K	0.03%	372

Other funds holding IWP

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

FAC

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

SGAM

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

RFG Advisory's IWP Position: Q2 2026 in Review

RFG Advisory increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 19% in Q2 2026, buying an estimated $108K and bringing the position to 4,995 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #682.

RFG Advisory first reported a position in IWP in Q3 2020 and has held it in 9 quarters since. The position peaked at $3.45M in Q3 2023. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

RFG Advisory held 4,995 shares of iShares Russell Mid-Cap Growth ETF worth $731K as of Q2 2026.
RFG Advisory bought 781 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $108K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #682 holding.
RFG Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 9 quarters since.
RFG Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $3.45M in Q3 2023.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.