Southern Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Southern Capital 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	$15.7M	Buy	107,320 +7,557	+8%	+$1.04M	6.56%	5
2026 Q1	$12.8M	Buy	99,763 +10,501	+12%	+$1.42M	5.98%	5
2025 Q4	$12.2M	Buy	89,262 +1,979	+2%	+$277K	5.64%	5
2025 Q3	$12.4M	Buy	87,283 +1,451	+2%	+$205K	5.83%	5
2025 Q2	$11.9M	Buy	85,832 +1,425	+2%	+$180K	6.09%	5
2025 Q1	$9.92M	Sell	84,407 -5,436	-6%	-$699K	5.5%	6
2024 Q4	$11.4M	Buy	89,843 +1,137	+1%	+$145K	6.3%	5
2024 Q3	$10.4M	Buy	88,706 +2,941	+3%	+$329K	5.85%	5
2024 Q2	$9.46M	Buy	85,765 +509	+0.6%	+$55.9K	5.82%	5
2024 Q1	$9.73M	Sell	85,256 -2,370	-3%	-$256K	5.91%	5
2023 Q4	$9.15M	Buy	87,626 +790	+0.9%	+$74.9K	6.5%	4
2023 Q3	$7.93M	Buy	86,836 +3,160	+4%	+$302K	6.6%	4
2023 Q2	$8.09M	Buy	83,676 +430	+0.5%	+$39.2K	6.18%	4
2023 Q1	$7.58M	Buy	83,246 +3,490	+4%	+$311K	5.61%	4
2022 Q4	$6.67M	Sell	79,756 -29,887	-27%	-$2.52M	5.16%	4
2022 Q3	$8.6M	Buy	109,643 +3,302	+3%	+$284K	7.03%	4
2022 Q2	$8.42M	Buy	106,341 +3,794	+4%	+$330K	6.68%	4
2022 Q1	$10.3M	Buy	102,547 +14,277	+16%	+$1.42M	7.05%	4
2021 Q4	$10.2M	Buy	+88,270	New	+$10.3M	6.28%	4

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

Southern Capital Advisors's IWP Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.6% in Q2 2026, buying an estimated $1.04M and bringing the position to 107,320 shares worth $15.7M. The position accounts for 6.56% of the portfolio, ranked #5.

Southern Capital Advisors first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Southern Capital Advisors held 107,320 shares of iShares Russell Mid-Cap Growth ETF worth $15.7M as of Q2 2026.
Southern Capital Advisors bought 7,557 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.04M.
iShares Russell Mid-Cap Growth ETF made up 6.56% of Southern Capital Advisors's portfolio in Q2 2026, its #5 holding.
Southern Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.