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

Sequoia Financial 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	$3.2M	Buy	21,867 +787	+4%	+$108K	0.02%	458
2026 Q1	$2.7M	Buy	21,080 +1,369	+7%	+$185K	0.02%	499
2025 Q4	$2.7M	Sell	19,711 -101	-0.5%	-$14.1K	0.02%	487
2025 Q3	$2.82M	Buy	19,812 +2,916	+17%	+$412K	0.02%	434
2025 Q2	$2.34M	Sell	16,896 -42	-0.2%	-$5.31K	0.02%	433
2025 Q1	$1.99M	Buy	16,938 +535	+3%	+$68.8K	0.02%	440
2024 Q4	$2.08M	Sell	16,403 -212	-1%	-$26.9K	0.02%	396
2024 Q3	$1.95M	Sell	16,615 -546	-3%	-$61K	0.02%	381
2024 Q2	$1.89M	Sell	17,161 -675	-4%	-$74.2K	0.02%	338
2024 Q1	$2.04M	Sell	17,836 -9,305	-34%	-$1.01M	0.03%	321
2023 Q4	$2.84M	Buy	27,141 +7,991	+42%	+$758K	0.04%	288
2023 Q3	$1.75M	Sell	19,150 -970	-5%	-$92.7K	0.03%	244
2023 Q2	$1.94M	Sell	20,120 -2,060	-9%	-$188K	0.03%	243
2023 Q1	$2.02M	Sell	22,180 -787	-3%	-$70.2K	0.04%	216
2022 Q4	$1.92M	Buy	22,967 +19,778	+620%	+$1.66M	0.05%	207
2022 Q3	$250K	Buy	3,189 +200	+7%	+$17.2K	0.01%	441
2022 Q2	$237K	Buy	2,989 +15	+0.5%	+$1.31K	0.01%	506
2022 Q1	$299K	Hold	2,974	–	–	0.01%	501
2021 Q4	$343K	Buy	+2,974	New	+$347K	0.01%	409
2021 Q3	–	Sell	-2,729	Closed	-$309K	–	355
2021 Q2	$309K	Hold	2,729	–	–	0.01%	369
2021 Q1	$279K	Buy	2,729 +19	+0.7%	+$1.99K	0.01%	353
2020 Q4	$278K	Sell	2,710 -34	-1%	-$3.23K	0.01%	333
2020 Q3	$237K	Buy	+2,744	New	+$232K	0.01%	342

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

Sequoia Financial Advisors's IWP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.7% in Q2 2026, buying an estimated $108K and bringing the position to 21,867 shares worth $3.2M. The position accounts for 0.02% of the portfolio, ranked #458.

Sequoia Financial Advisors first reported a position in IWP in Q3 2020 and has held it in 23 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sequoia Financial Advisors held 21,867 shares of iShares Russell Mid-Cap Growth ETF worth $3.2M as of Q2 2026.
Sequoia Financial Advisors bought 787 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $108K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #458 holding.
Sequoia Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.