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

Stratos 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	$270K	Sell	1,847 -2,001	-52%	-$276K	0.01%	527
2026 Q1	$493K	Sell	3,848 -428	-10%	-$57.9K	0.03%	390
2025 Q4	$586K	Buy	4,276 +545	+15%	+$76.2K	0.03%	404
2025 Q3	$531K	Buy	3,731 +36	+1%	+$5.09K	0.03%	453
2025 Q2	$512K	Sell	3,695 -348	-9%	-$44K	0.03%	447
2025 Q1	$475K	Sell	4,043 -30	-0.7%	-$3.86K	0.03%	443
2024 Q4	$516K	Sell	4,073 -186	-4%	-$23.6K	0.02%	461
2024 Q3	$500K	Sell	4,259 -307	-7%	-$34.3K	0.02%	500
2024 Q2	$504K	Buy	4,566 +1,388	+44%	+$152K	0.02%	471
2024 Q1	$363K	Sell	3,178 -2,076	-40%	-$225K	0.02%	521
2023 Q4	$549K	Buy	5,254 +606	+13%	+$57.4K	0.03%	447
2023 Q3	$425K	Buy	+4,648	New	+$444K	0.03%	455
2022 Q2	–	Sell	-3,275	Closed	-$329K	–	531
2022 Q1	$329K	Sell	3,275 -31,927	-91%	-$3.18M	0.03%	440
2021 Q4	$4.06M	Buy	35,202 +20,375	+137%	+$2.38M	0.29%	89
2021 Q3	$1.66M	Buy	14,827 +8,325	+128%	+$958K	0.14%	186
2021 Q2	$736K	Buy	6,502 +1,530	+31%	+$163K	0.07%	290
2021 Q1	$507K	Buy	4,972 +2,661	+115%	+$278K	0.05%	309
2020 Q4	$237K	Buy	+2,311	New	+$220K	0.03%	354
2020 Q2	–	Sell	-732	Closed	-$45K	–	323
2020 Q1	$45K	Buy	+732	New	+$53.3K	0.03%	190
2019 Q4	–	Sell	-6,324	Closed	-$447K	–	205
2019 Q3	$447K	Sell	6,324 -950	-13%	-$68.3K	0.17%	131
2019 Q2	$519K	Buy	7,274 +10	+0.1%	+$695	0.21%	107
2019 Q1	$493K	Sell	7,264 -3,502	-33%	-$225K	0.27%	99
2018 Q4	$612K	Buy	+10,766	New	+$655K	0.41%	72

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

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

Stratos Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 52% in Q2 2026, selling an estimated $276K and leaving 1,847 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #527.

Stratos Wealth Advisors first reported a position in IWP in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.06M in Q4 2021. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Stratos Wealth Advisors held 1,847 shares of iShares Russell Mid-Cap Growth ETF worth $270K as of Q2 2026.
Stratos Wealth Advisors sold 2,001 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #527 holding.
Stratos Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 23 quarters since.
Stratos Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4.06M in Q4 2021.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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