Strategies Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategies Wealth 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	$508K	Buy	3,471 +1	+0%	+$138	0.05%	117
2026 Q1	$445K	Buy	3,470 +1	+0%	+$135	0.04%	110
2025 Q4	$475K	Buy	3,469 +1	+0%	+$140	0.05%	102
2025 Q3	$494K	Hold	3,468	–	–	0.05%	107
2025 Q2	$481K	Sell	3,468 -582	-14%	-$73.6K	0.05%	106
2025 Q1	$476K	Buy	+4,050	New	+$521K	0.06%	95

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

Strategies Wealth Advisors's IWP Position: Q2 2026 in Review

Strategies Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q2 2026, buying an estimated $138 and bringing the position to 3,471 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #117.

Strategies Wealth Advisors first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Strategies Wealth Advisors held 3,471 shares of iShares Russell Mid-Cap Growth ETF worth $508K as of Q2 2026.
Strategies Wealth Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Strategies Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Strategies Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.