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

SOA Wealth 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	$2.83M	Sell	19,296 -17,948	-48%	-$2.47M	0.47%	41
2026 Q1	$4.77M	Sell	37,244 -473	-1%	-$64K	0.9%	25
2025 Q4	$5.16M	Buy	37,717 +3,189	+9%	+$446K	0.87%	25
2025 Q3	$4.92M	Buy	34,528 +1,654	+5%	+$234K	0.84%	28
2025 Q2	$4.56M	Buy	32,874 +31,466	+2,235%	+$3.98M	0.86%	28
2025 Q1	$165K	Hold	1,408	–	–	0.03%	205
2024 Q4	$178K	Buy	1,408 +1	+0.1%	+$127	0.03%	191
2024 Q3	$165K	Buy	1,407 +1	+0.1%	+$112	0.03%	202
2024 Q2	$155K	Hold	1,406	–	–	0.03%	204
2024 Q1	$160K	Buy	1,406 +1	+0.1%	+$108	0.03%	199
2023 Q4	$147K	Buy	1,405 +2	+0.1%	+$190	0.03%	201
2023 Q3	$128K	Hold	1,403	–	–	0.03%	205
2023 Q2	$136K	Buy	1,403 +1	+0.1%	+$91	0.03%	201
2023 Q1	$128K	Buy	1,402 +1	+0.1%	+$89	0.03%	203
2022 Q4	$117K	Buy	1,401 +3	+0.2%	+$252	0.03%	206
2022 Q3	$109K	Hold	1,398	–	–	0.03%	196
2022 Q2	$110K	Buy	1,398 +1	+0.1%	+$87	0.03%	193
2022 Q1	$140K	Sell	1,397 -19	-1%	-$1.89K	0.03%	201
2021 Q4	$163K	Sell	1,416 -19	-1%	-$2.21K	0.04%	176
2021 Q3	$160K	Buy	1,435 +800	+126%	+$92K	0.04%	176
2021 Q2	$71K	Hold	635	–	–	0.02%	268
2021 Q1	$64K	Hold	635	–	–	0.02%	241
2020 Q4	$69K	Buy	+635	New	+$60.4K	0.02%	228

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

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

SOA Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 48% in Q2 2026, selling an estimated $2.47M and leaving 19,296 shares worth $2.83M. The position accounts for 0.47% of the portfolio, ranked #41.

SOA Wealth Advisors first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.16M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

SOA Wealth Advisors held 19,296 shares of iShares Russell Mid-Cap Growth ETF worth $2.83M as of Q2 2026.
SOA Wealth Advisors sold 17,948 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.47M.
iShares Russell Mid-Cap Growth ETF made up 0.47% of SOA Wealth Advisors's portfolio in Q2 2026, its #41 holding.
SOA Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $5.16M in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.