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

Sanctuary 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	$16.7M	Buy	114,201 +15,390	+16%	+$2.12M	0.08%	259
2026 Q1	$12.7M	Sell	98,811 -6,358	-6%	-$860K	0.07%	315
2025 Q4	$14.4M	Buy	105,169 +8,865	+9%	+$1.24M	0.08%	260
2025 Q3	$13.7M	Buy	96,304 +3,774	+4%	+$533K	0.08%	258
2025 Q2	$12.8M	Buy	92,530 +13,039	+16%	+$1.65M	0.08%	259
2025 Q1	$9.34M	Sell	79,491 -4,975	-6%	-$640K	0.07%	307
2024 Q4	$11.5M	Buy	84,466 +5,990	+8%	+$761K	0.07%	286
2024 Q3	$10.5M	Buy	78,476 +12,370	+19%	+$1.38M	0.07%	301
2024 Q2	$7.2M	Buy	+66,106	New	+$7.26M	0.05%	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

Sanctuary Advisors's IWP Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q2 2026, buying an estimated $2.12M and bringing the position to 114,201 shares worth $16.7M. The position accounts for 0.08% of the portfolio, ranked #259.

Sanctuary Advisors first reported a position in IWP in Q2 2024 and has held it in 9 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sanctuary Advisors held 114,201 shares of iShares Russell Mid-Cap Growth ETF worth $16.7M as of Q2 2026.
Sanctuary Advisors bought 15,390 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.12M.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #259 holding.
Sanctuary Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.