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

Signal Advisors Wealth’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	$479K	Sell	3,272 -58	-2%	-$7.99K	0.02%	430
2026 Q1	$427K	Sell	3,330 -80	-2%	-$10.8K	0.03%	393
2025 Q4	$467K	Sell	3,410 -92	-3%	-$12.9K	0.04%	319
2025 Q3	$499K	Sell	3,502 -21	-0.6%	-$2.97K	0.05%	271
2025 Q2	$489K	Sell	3,523 -683	-16%	-$86.4K	0.04%	302
2025 Q1	$494K	Buy	4,206 +294	+8%	+$37.8K	0.05%	278
2024 Q4	$496K	Buy	3,912 +29	+0.7%	+$3.69K	0.06%	263
2024 Q3	$455K	Buy	+3,883	New	+$434K	0.07%	265
2024 Q2	–	Sell	-7,624	Closed	-$870K	–	182
2024 Q1	$870K	Buy	7,624 +5,469	+254%	+$592K	0.22%	104
2023 Q4	$225K	Buy	+2,155	New	+$204K	0.08%	203

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

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

Signal Advisors Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q2 2026, selling an estimated $7.99K and leaving 3,272 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #430.

Signal Advisors Wealth first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $870K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Signal Advisors Wealth held 3,272 shares of iShares Russell Mid-Cap Growth ETF worth $479K as of Q2 2026.
Signal Advisors Wealth sold 58 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.99K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #430 holding.
Signal Advisors Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $870K in Q1 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.