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

Serenity Investment 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	$1.89M	Sell	13,283 -37	-0.3%	-$5.1K	0.81%	25
2026 Q1	$1.86M	Sell	13,320 -787	-6%	-$106K	0.87%	22
2025 Q4	$1.97M	Buy	+14,107	New	+$1.97M	1.15%	18

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

Serenity Investment Advisors's IWP Position: Q2 2026 in Review

Serenity Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.28% in Q2 2026, selling an estimated $5.1K and leaving 13,283 shares worth $1.89M. The position accounts for 0.81% of the portfolio, ranked #25.

Serenity Investment Advisors first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.97M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Serenity Investment Advisors held 13,283 shares of iShares Russell Mid-Cap Growth ETF worth $1.89M as of Q2 2026.
Serenity Investment Advisors sold 37 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.1K.
iShares Russell Mid-Cap Growth ETF made up 0.81% of Serenity Investment Advisors's portfolio in Q2 2026, its #25 holding.
Serenity Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
Serenity Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.97M in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.