Strategic Advocates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategic Advocates’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	$73.5K	Hold	502	–	–	0.28%	66
2026 Q1	$64.3K	Sell	502 -12,932	-96%	-$1.75M	0.28%	64
2025 Q4	$1.86M	Sell	13,434 -220	-2%	-$30.7K	0.48%	35
2025 Q3	$1.94M	Hold	13,654	–	–	0.51%	33
2025 Q2	$1.89M	Sell	13,654 -91	-0.7%	-$11.5K	0.56%	32
2025 Q1	$1.61M	Sell	13,745 -438	-3%	-$56.3K	0.56%	32
2024 Q4	$1.8M	Sell	14,183 -5,423	-28%	-$689K	0.61%	30
2024 Q3	$2.3M	Sell	19,606 -2,671	-12%	-$299K	0.82%	22
2024 Q2	$2.46M	Sell	22,277 -1,361	-6%	-$150K	0.98%	21
2024 Q1	$2.7M	Buy	23,638 +848	+4%	+$91.7K	1.04%	22
2023 Q4	$2.38M	Sell	22,790 -5,429	-19%	-$515K	1.01%	22
2023 Q3	$2.58M	Buy	+28,219	New	+$2.7M	1.21%	18

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

Strategic Advocates's IWP Position: Q2 2026 in Review

Strategic Advocates held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 502 shares worth $73.5K. The position accounts for 0.28% of the portfolio, ranked #66.

Strategic Advocates first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.7M in Q1 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Strategic Advocates held 502 shares of iShares Russell Mid-Cap Growth ETF worth $73.5K as of Q2 2026.
Strategic Advocates left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.28% of Strategic Advocates's portfolio in Q2 2026, its #66 holding.
Strategic Advocates first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Strategic Advocates's iShares Russell Mid-Cap Growth ETF position peaked at $2.7M in Q1 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.