Signature Estate & Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Signature Estate & 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	–	Sell	-6,766	Closed	-$867K	–	696
2026 Q1	$867K	Buy	6,766 +51	+0.8%	+$6.9K	0.02%	296
2025 Q4	$920K	Buy	6,715 +300	+5%	+$41.9K	0.02%	266
2025 Q3	$914K	Sell	6,415 -55	-0.9%	-$7.77K	0.02%	260
2025 Q2	$897K	Buy	6,470 +26	+0.4%	+$3.29K	0.02%	251
2025 Q1	$757K	Buy	6,444 +9	+0.1%	+$1.16K	0.02%	265
2024 Q4	$816K	Hold	6,435	–	–	0.02%	253
2024 Q3	$755K	Hold	6,435	–	–	0.02%	240
2024 Q2	$710K	Buy	+6,435	New	+$707K	0.02%	248

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

Signature Estate & Investment Advisors's IWP Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 6,766 shares — an estimated $867K sold.

Signature Estate & Investment Advisors first reported a position in IWP in Q2 2024 and held it in 8 quarters. The position peaked at $920K in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 6,766 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $867K.
Signature Estate & Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and held it in 8 quarters.
Signature Estate & Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $920K in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.