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

River 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	$212K	Buy	+1,447	New	+$199K	0.02%	213
2026 Q1	–	Sell	-1,466	Closed	-$201K	–	210
2025 Q4	$201K	Buy	+1,466	New	+$205K	0.02%	206
2019 Q1	–	Sell	-210	Closed	-$12K	–	327
2018 Q4	$12K	Sell	210 -100	-32%	-$6.08K	0.01%	398
2018 Q3	$21K	Hold	310	–	–	0.01%	370
2018 Q2	$20K	Buy	+310	New	+$19.5K	0.01%	356

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

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

River Wealth Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,447 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #213 among its holdings. This is a return to the name: River Wealth Advisors previously reported a position in IWP as recently as Q4 2025.

River Wealth Advisors first reported a position in IWP in Q2 2018 and has held it in 5 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

River Wealth Advisors held 1,447 shares of iShares Russell Mid-Cap Growth ETF worth $212K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new River Wealth Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of River Wealth Advisors's portfolio in Q2 2026, its #213 holding.
River Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and has held it in 5 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.