SWA
IWP icon

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

Sax 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 		$1.18M Sell
9,238
-471
-5% -$64.9K 0.05% 206
2026
Q1 		$1.33M Hold
9,709
– – 0.06% 161
2025
Q4 		$1.33M Sell
9,709
-1,741
-15% -$243K 0.06% 163
2025
Q3 		$1.63M Buy
11,450
+68
+0.6% +$9.61K 0.09% 124
2025
Q2 		$1.58M Buy
11,382
+318
+3% +$40.2K 0.1% 118
2025
Q1 		$1.3M Buy
11,064
+394
+4% +$50.7K 0.09% 119
2024
Q4 		$1.35M Sell
10,670
-121
-1% -$15.4K 0.11% 96
2024
Q3 		$1.27M Sell
10,791
-475
-4% -$53.1K 0.11% 76
2024
Q2 		$1.24M Sell
11,266
-205
-2% -$22.5K 0.12% 80
2024
Q1 		$1.31M Buy
11,471
+8
+0.1% +$865 0.15% 59
2023
Q4 		$1.2M Sell
11,463
-555
-5% -$52.6K 0.2% 62
2023
Q3 		$1.1M Sell
12,018
-1,202
-9% -$115K 0.22% 64
2023
Q2 		$1.28M Sell
13,220
-1,108
-8% -$101K 0.25% 56
2023
Q1 		$1.3M Sell
14,328
-494
-3% -$44.1K 0.28% 54
2022
Q4 		$1.24M Sell
14,822
-1,267
-8% -$107K 0.29% 54
2022
Q3 		$1.26M Sell
16,089
-453
-3% -$39K 0.32% 53
2022
Q2 		$1.31M Buy
16,542
+318
+2% +$27.7K 0.33% 51
2022
Q1 		$1.63M Buy
16,224
+5,829
+56% +$581K 0.39% 43
2021
Q4 		$1.2M Buy
10,395
+278
+3% +$32.4K 0.25% 58
2021
Q3 		$1.13M Buy
10,117
+970
+11% +$112K 0.27% 58
2021
Q2 		$1.03M Buy
9,147
+427
+5% +$45.6K 0.36% 53
2021
Q1 		$890K Buy
8,720
+6,536
+299% +$683K 0.33% 59
2020
Q4 		$224K Buy
+2,184
New +$208K 0.1% 116

Other funds holding IWP

Envestnet Portfolio Solutions
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Sax Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.9% in Q2 2026, selling an estimated $64.9K and leaving 9,238 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #206.

Sax Wealth Advisors first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q3 2025. 262 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Sax Wealth Advisors held 9,238 shares of iShares Russell Mid-Cap Growth ETF worth $1.18M as of Q2 2026.
  • Sax Wealth Advisors sold 471 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $64.9K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • Sax Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.63M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.