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

Scarborough 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 		– Sell
-852
Closed -$109K – 409
2026
Q1 		$109K Buy
+852
New +$115K 0.01% 178
2024
Q1 		– Sell
-20
Closed -$2.09K – 556
2023
Q4 		$2.09K Buy
+20
New +$1.9K ﹤0.01% 564

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Scarborough Advisors's IWP Position: Q2 2026 in Review

Scarborough Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 852 shares — an estimated $109K sold.

Scarborough Advisors first reported a position in IWP in Q4 2023 and held it in 2 quarters. The position peaked at $109K in Q1 2026. 335 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Scarborough Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 852 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $109K.
  • Scarborough Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $109K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.