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

Savvy Advisors Inc’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	$860K	Buy	5,872 +337	+6%	+$46.5K	0.02%	573
2026 Q1	$709K	Buy	5,535 +483	+10%	+$65.4K	0.02%	543
2025 Q4	$692K	Sell	5,052 -706	-12%	-$98.7K	0.02%	457
2025 Q3	$820K	Buy	5,758 +3,729	+184%	+$527K	0.04%	307
2025 Q2	$281K	Sell	2,029 -1,832	-47%	-$232K	0.02%	510
2025 Q1	$454K	Buy	3,861 +454	+13%	+$58.4K	0.05%	302
2024 Q4	$432K	Buy	+3,407	New	+$433K	0.05%	267

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 22.9% 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

Savvy Advisors Inc's IWP Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.1% in Q2 2026, buying an estimated $46.5K and bringing the position to 5,872 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #573.

Savvy Advisors Inc first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Savvy Advisors Inc held 5,872 shares of iShares Russell Mid-Cap Growth ETF worth $860K as of Q2 2026.
Savvy Advisors Inc bought 337 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $46.5K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #573 holding.
Savvy Advisors Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.