Sound View Wealth Advisors Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sound View Wealth Advisors Group’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 Q1	$950K	Sell	7,416 -5	-0.1%	-$677	0.06%	196
2025 Q4	$1.02M	Sell	7,421 -6	-0.1%	-$839	0.07%	190
2025 Q3	$1.06M	Sell	7,427 -395	-5%	-$55.8K	0.07%	187
2025 Q2	$1.08M	Sell	7,822 -1	-0%	-$127	0.08%	178
2025 Q1	$919K	Sell	7,823 -7	-0.1%	-$900	0.08%	183
2024 Q4	$992K	Sell	7,830 -49	-0.6%	-$6.23K	0.08%	177
2024 Q3	$924K	Sell	7,879 -100	-1%	-$11.2K	0.08%	187
2024 Q2	$880K	Hold	7,979	–	–	0.09%	170
2024 Q1	$911K	Sell	7,979 -39	-0.5%	-$4.22K	0.1%	172
2023 Q4	$838K	Sell	8,018 -555	-6%	-$52.6K	0.09%	179
2023 Q3	$783K	Sell	8,573 -4,454	-34%	-$426K	0.1%	170
2023 Q2	$1.26M	Sell	13,027 -627	-5%	-$57.1K	0.17%	122
2023 Q1	$1.24M	Buy	13,654 +5,636	+70%	+$503K	0.17%	121
2022 Q4	$838K	Buy	8,018 +2,026	+34%	+$171K	0.09%	179
2022 Q3	$470K	Sell	5,992 -3,740	-38%	-$322K	0.11%	168
2022 Q2	$771K	Sell	9,732 -36	-0.4%	-$3.13K	0.16%	124
2022 Q1	$982K	Sell	9,768 -112	-1%	-$11.2K	0.19%	112
2021 Q4	$1.14M	Sell	9,880 -17	-0.2%	-$1.98K	0.22%	112
2021 Q3	$1.11M	Buy	9,897 +36	+0.4%	+$4.14K	0.23%	108
2021 Q2	$1.12M	Buy	+9,861	New	+$1.05M	0.23%	105

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sound View Wealth Advisors Group's IWP Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.07% in Q1 2026, selling an estimated $677 and leaving 7,416 shares worth $950K. The position accounts for 0.06% of the portfolio, ranked #196.

Sound View Wealth Advisors Group first reported a position in IWP in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q2 2023. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Sound View Wealth Advisors Group held 7,416 shares of iShares Russell Mid-Cap Growth ETF worth $950K as of Q1 2026.
Sound View Wealth Advisors Group sold 5 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $677.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #196 holding.
Sound View Wealth Advisors Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
Sound View Wealth Advisors Group's iShares Russell Mid-Cap Growth ETF position peaked at $1.26M in Q2 2023.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.