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Sowell Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sowell Financial Services’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 		$1.37M Buy
9,362
+2,902
+45% +$400K 0.04% 392
2026
Q1 		$828K Sell
6,460
-58,335
-90% -$7.89M 0.03% 488
2025
Q4 		$8.87M Sell
64,795
-3,323
-5% -$464K 0.33% 58
2025
Q3 		$9.7M Buy
68,118
+9,455
+16% +$1.34M 0.37% 50
2025
Q2 		$8.14M Sell
58,663
-8,836
-13% -$1.12M 0.33% 58
2025
Q1 		$7.93M Buy
+67,499
New +$8.68M 0.36% 57
2024
Q3 		– Sell
-58,992
Closed -$6.51M – 565
2024
Q2 		$6.51M Buy
58,992
+7,623
+15% +$837K 0.31% 76
2024
Q1 		$5.86M Buy
51,369
+3,848
+8% +$416K 0.28% 92
2023
Q4 		$4.96M Sell
47,521
-4,894
-9% -$464K 0.27% 95
2023
Q3 		$4.8M Buy
52,415
+3,885
+8% +$371K 0.3% 87
2023
Q2 		$4.69M Buy
+48,530
New +$4.42M 0.26% 95
2021
Q2 		– Sell
-740
Closed -$76K – 1630
2021
Q1 		$76K Buy
740
+101
+16% +$10.6K ﹤0.01% 1491
2020
Q4 		$66K Buy
639
+107
+20% +$10.2K ﹤0.01% 1301
2020
Q3 		$46K Buy
532
+18
+4% +$1.52K ﹤0.01% 1247
2020
Q2 		$41K Sell
514
-248
-33% -$18K ﹤0.01% 1221
2020
Q1 		$46K Sell
762
-1,880
-71% -$137K ﹤0.01% 1089
2019
Q4 		$202K Sell
2,642
-3,560
-57% -$261K 0.02% 710
2019
Q3 		$438K Buy
+6,202
New +$446K 0.04% 446
2019
Q1 		$6.67M Buy
98,258
+94,178
+2,308% +$6.05M 0.74% 32
2018
Q4 		$232K Buy
+4,080
New +$248K 0.03% 436

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Sowell Financial Services's IWP Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 45% in Q2 2026, buying an estimated $400K and bringing the position to 9,362 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #392.

Sowell Financial Services first reported a position in IWP in Q4 2018 and has held it in 20 quarters since. The position peaked at $9.7M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Sowell Financial Services held 9,362 shares of iShares Russell Mid-Cap Growth ETF worth $1.37M as of Q2 2026.
  • Sowell Financial Services bought 2,902 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $400K.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #392 holding.
  • Sowell Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $9.7M in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.