Steward Partners Investment Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Steward Partners Investment Advisory’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	$23.9M	Sell	163,540 -27,256	-14%	-$3.76M	0.12%	166
2026 Q1	$24.4M	Buy	190,796 +15,482	+9%	+$2.09M	0.12%	148
2025 Q4	$24M	Buy	175,314 +1,523	+0.9%	+$213K	0.13%	140
2025 Q3	$24.7M	Buy	173,791 +13,550	+8%	+$1.91M	0.14%	131
2025 Q2	$22.2M	Sell	160,241 -4,250	-3%	-$538K	0.17%	117
2025 Q1	$19.3M	Sell	164,491 -8,569	-5%	-$1.1M	0.17%	122
2024 Q4	$21.9M	Sell	173,060 -1,352	-0.8%	-$172K	0.19%	101
2024 Q3	$20.5M	Buy	174,412 +4,701	+3%	+$526K	0.19%	117
2024 Q2	$18.7M	Sell	169,711 -147	-0.1%	-$16.1K	0.2%	103
2024 Q1	$19.4M	Sell	169,858 -17,520	-9%	-$1.9M	0.21%	94
2023 Q4	$19.6M	Buy	187,378 +24,300	+15%	+$2.3M	0.26%	77
2023 Q3	$14.9M	Buy	163,078 +13,510	+9%	+$1.29M	0.23%	97
2023 Q2	$14.5M	Buy	149,568 +11,357	+8%	+$1.03M	0.22%	99
2023 Q1	$12.6M	Buy	138,211 +19,781	+17%	+$1.77M	0.2%	111
2022 Q4	$9.9M	Sell	118,430 -3,856	-3%	-$325K	0.17%	142
2022 Q3	$9.59M	Buy	122,286 +8,385	+7%	+$722K	0.18%	131
2022 Q2	$9.02M	Buy	113,901 +2,137	+2%	+$186K	0.17%	143
2022 Q1	$11.2M	Buy	111,764 +8,383	+8%	+$835K	0.17%	134
2021 Q4	$11.9M	Sell	103,381 -26,461	-20%	-$3.09M	0.18%	129
2021 Q3	$14.6M	Buy	129,842 +13,122	+11%	+$1.51M	0.25%	88
2021 Q2	$13.2M	Sell	116,720 -3,133	-3%	-$335K	0.22%	98
2021 Q1	$12.2M	Buy	119,853 +2,289	+2%	+$239K	0.22%	114
2020 Q4	$12.1M	Sell	117,564 -2,794	-2%	-$266K	0.26%	96
2020 Q3	$10.4M	Sell	120,358 -526	-0.4%	-$44.4K	0.26%	99
2020 Q2	$9.56M	Buy	120,884 +11,232	+10%	+$815K	0.27%	96
2020 Q1	$6.67M	Sell	109,652 -6,842	-6%	-$499K	0.24%	104
2019 Q4	$8.89M	Buy	116,494 +28,598	+33%	+$2.1M	0.26%	96
2019 Q3	$6.21M	Buy	87,896 +28,114	+47%	+$2.02M	0.21%	117
2019 Q2	$4.26M	Buy	59,782 +25,146	+73%	+$1.75M	0.16%	144
2019 Q1	$2.35M	Sell	34,636 -1,502	-4%	-$96.4K	0.1%	208
2018 Q4	$2.05M	Sell	36,138 -5,802	-14%	-$353K	0.1%	218
2018 Q3	$2.84M	Buy	41,940 +1,236	+3%	+$82.2K	0.14%	168
2018 Q2	$2.58M	Buy	40,704 +1,890	+5%	+$119K	0.15%	158
2018 Q1	$2.39M	Buy	38,814 +4,636	+14%	+$289K	0.16%	142
2017 Q4	$2.06M	Buy	34,178 +28,850	+541%	+$1.7M	0.16%	149
2017 Q3	$301K	Buy	5,328 +14	+0.3%	+$768	0.03%	375
2017 Q2	$287K	Buy	5,314 +396	+8%	+$21.1K	0.03%	352
2017 Q1	$255K	Buy	+4,918	New	+$251K	0.04%	296

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 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Steward Partners Investment Advisory's IWP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2026, selling an estimated $3.76M and leaving 163,540 shares worth $23.9M. The position accounts for 0.12% of the portfolio, ranked #166.

Steward Partners Investment Advisory first reported a position in IWP in Q1 2017 and has held it in 38 quarters since. The position peaked at $24.7M in Q3 2025. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Steward Partners Investment Advisory held 163,540 shares of iShares Russell Mid-Cap Growth ETF worth $23.9M as of Q2 2026.
Steward Partners Investment Advisory sold 27,256 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.76M.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #166 holding.
Steward Partners Investment Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and has held it in 38 quarters since.
Steward Partners Investment Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $24.7M in Q3 2025.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.