SeaCrest Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

SeaCrest Wealth Management’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	$228K	Sell	1,558 -798	-34%	-$110K	0.03%	489
2026 Q1	$302K	Hold	2,356	–	–	0.03%	470
2025 Q4	$332K	Hold	2,356	–	–	0.03%	437
2025 Q3	$340K	Buy	2,356 +1	+0%	+$141	0.04%	428
2025 Q2	$327K	Hold	2,355	–	–	0.04%	436
2025 Q1	$277K	Hold	2,355	–	–	0.03%	512
2024 Q4	$299K	Hold	2,355	–	–	0.03%	491
2024 Q3	$276K	Sell	2,355 -110	-4%	-$12.3K	0.03%	515
2024 Q2	$272K	Buy	2,465 +600	+32%	+$65.9K	0.03%	490
2024 Q1	$213K	Sell	1,865 -852	-31%	-$92.2K	0.03%	551
2023 Q4	$274K	Buy	2,717 +1	+0%	+$95	0.03%	484
2023 Q3	$248K	Hold	2,716	–	–	0.03%	508
2023 Q2	$262K	Hold	2,716	–	–	0.03%	504
2023 Q1	$247K	Hold	2,716	–	–	0.03%	522
2022 Q4	$227K	Hold	2,716	–	–	0.03%	520
2022 Q3	$213K	Hold	2,716	–	–	0.03%	536
2022 Q2	$215K	Sell	2,716 -385	-12%	-$33.5K	0.03%	576
2022 Q1	$312K	Hold	3,101	–	–	0.04%	494
2021 Q4	$357K	Hold	3,101	–	–	0.04%	457
2021 Q3	$347K	Buy	3,101 +30	+1%	+$3.45K	0.04%	454
2021 Q2	$348K	Buy	3,071 +322	+12%	+$34.4K	0.04%	448
2021 Q1	$281K	Sell	2,749 -32	-1%	-$3.35K	0.04%	502
2020 Q4	$285K	Buy	2,781 +33	+1%	+$3.14K	0.04%	452
2020 Q3	$238K	Hold	2,748	–	–	0.04%	468
2020 Q2	$217K	Buy	+2,748	New	+$199K	0.04%	480
2020 Q1	–	Sell	-7,838	Closed	-$598K	–	545
2019 Q4	$598K	Sell	7,838 -30	-0.4%	-$2.2K	0.1%	232
2019 Q3	$556K	Buy	7,868 +4,634	+143%	+$333K	0.1%	237
2019 Q2	$231K	Buy	3,234 +2	+0.1%	+$139	0.05%	441
2019 Q1	$219K	Sell	3,232 -1,076	-25%	-$69.1K	0.04%	438
2018 Q4	$245K	Sell	4,308 -24	-0.6%	-$1.46K	0.05%	376
2018 Q3	$294K	Sell	4,332 -398	-8%	-$26.5K	0.05%	396
2018 Q2	$300K	Hold	4,730	–	–	0.05%	375
2018 Q1	$291K	Buy	4,730 +4	+0.1%	+$250	0.05%	371
2017 Q4	$285K	Buy	+4,726	New	+$278K	0.05%	385

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

SeaCrest Wealth Management's IWP Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 34% in Q2 2026, selling an estimated $110K and leaving 1,558 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #489.

SeaCrest Wealth Management first reported a position in IWP in Q4 2017 and has held it in 34 quarters since. The position peaked at $598K in Q4 2019. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

SeaCrest Wealth Management held 1,558 shares of iShares Russell Mid-Cap Growth ETF worth $228K as of Q2 2026.
SeaCrest Wealth Management sold 798 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $110K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #489 holding.
SeaCrest Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
SeaCrest Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $598K in Q4 2019.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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