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Stratos Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stratos Investment Management’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 		$468K Sell
3,196
-300
-9% -$41.4K 0.02% 265
2026
Q1 		$448K Buy
3,496
+1
+0% +$135 0.02% 265
2025
Q4 		$479K Buy
3,495
+1
+0% +$140 0.02% 242
2025
Q3 		$498K Hold
3,494
– – 0.02% 246
2025
Q2 		$485K Buy
3,494
+1
+0% +$127 0.02% 257
2025
Q1 		$410K Buy
3,493
+801
+30% +$103K 0.02% 225
2024
Q4 		$341K Buy
2,692
+1
+0% +$127 0.02% 201
2024
Q3 		$316K Buy
2,691
+1
+0% +$112 0.02% 198
2024
Q2 		$297K Sell
2,690
-147
-5% -$16.1K 0.02% 183
2024
Q1 		$324K Sell
2,837
-468
-14% -$50.6K 0.03% 158
2023
Q4 		$345K Buy
3,305
+3
+0.1% +$284 0.04% 140
2023
Q3 		$302K Hold
3,302
– – 0.05% 134
2023
Q2 		$319K Sell
3,302
-357
-10% -$32.5K 0.05% 137
2023
Q1 		$333K Sell
3,659
-105
-3% -$9.37K 0.06% 131
2022
Q4 		$315K Sell
3,764
-101
-3% -$8.5K 0.06% 130
2022
Q3 		$303K Buy
3,865
+109
+3% +$9.38K 0.06% 130
2022
Q2 		$298K Sell
3,756
-246
-6% -$21.4K 0.06% 130
2022
Q1 		$402K Sell
4,002
-2,439
-38% -$243K 0.07% 122
2021
Q4 		$742K Sell
6,441
-2,295
-26% -$268K 0.12% 107
2021
Q3 		$979K Buy
8,736
+5,966
+215% +$686K 0.17% 101
2021
Q2 		$314K Buy
+2,770
New +$296K 0.09% 104

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

Stratos Investment Management's IWP Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.6% in Q2 2026, selling an estimated $41.4K and leaving 3,196 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #265.

Stratos Investment Management first reported a position in IWP in Q2 2021 and has held it in 21 quarters since. The position peaked at $979K in Q3 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Stratos Investment Management held 3,196 shares of iShares Russell Mid-Cap Growth ETF worth $468K as of Q2 2026.
  • Stratos Investment Management sold 300 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $41.4K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Stratos Investment Management's portfolio in Q2 2026, its #265 holding.
  • Stratos Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Stratos Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $979K in Q3 2021.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.