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

Sandy Cove 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	$256K	Buy	+1,747	New	+$241K	0.06%	133

Other funds holding IWP

Envestnet Portfolio Solutions

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

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

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

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

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Sandy Cove Advisors's IWP Position: Q2 2026 in Review

Sandy Cove Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,747 shares worth $256K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings.

307 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sandy Cove Advisors held 1,747 shares of iShares Russell Mid-Cap Growth ETF worth $256K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Sandy Cove Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Sandy Cove Advisors's portfolio in Q2 2026, its #133 holding.
307 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.