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

Stratos Wealth Partners’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 		$9.4M Buy
64,174
+8,724
+16% +$1.2M 0.09% 226
2026
Q1 		$7.1M Sell
55,450
-2,568
-4% -$347K 0.08% 256
2025
Q4 		$7.95M Sell
58,018
-2,875
-5% -$402K 0.09% 233
2025
Q3 		$8.67M Buy
60,893
+6,887
+13% +$973K 0.1% 206
2025
Q2 		$7.49M Buy
54,006
+1,046
+2% +$132K 0.1% 207
2025
Q1 		$6.22M Buy
52,960
+14,120
+36% +$1.82M 0.09% 219
2024
Q4 		$4.92M Buy
38,840
+267
+0.7% +$33.9K 0.07% 277
2024
Q3 		$4.52M Buy
38,573
+1,772
+5% +$198K 0.07% 288
2024
Q2 		$4.06M Buy
36,801
+74
+0.2% +$8.13K 0.07% 292
2024
Q1 		$4.19M Sell
36,727
-1,092
-3% -$118K 0.07% 271
2023
Q4 		$3.95M Sell
37,819
-1,169
-3% -$111K 0.07% 269
2023
Q3 		$3.56M Buy
38,988
+1,476
+4% +$141K 0.08% 256
2023
Q2 		$3.62M Sell
37,512
-663
-2% -$60.4K 0.08% 245
2023
Q1 		$3.48M Sell
38,175
-2,067
-5% -$184K 0.09% 210
2022
Q4 		$3.36M Sell
40,242
-658
-2% -$55.4K 0.09% 240
2022
Q3 		$3.21M Buy
40,900
+1,157
+3% +$99.6K 0.09% 221
2022
Q2 		$3.15M Sell
39,743
-3,116
-7% -$271K 0.08% 232
2022
Q1 		$4.31M Buy
42,859
+7,953
+23% +$792K 0.1% 206
2021
Q4 		$4.02M Buy
34,906
+2,345
+7% +$273K 0.09% 220
2021
Q3 		$3.65M Sell
32,561
-867
-3% -$99.7K 0.09% 216
2021
Q2 		$3.78M Buy
33,428
+1,872
+6% +$200K 0.09% 220
2021
Q1 		$3.22M Buy
31,556
+700
+2% +$73.2K 0.09% 222
2020
Q4 		$3.17M Sell
30,856
-282
-0.9% -$26.8K 0.09% 210
2020
Q3 		$2.69M Sell
31,138
-2,392
-7% -$202K 0.09% 224
2020
Q2 		$2.65M Buy
33,530
+5,254
+19% +$381K 0.09% 217
2020
Q1 		$1.72M Sell
28,276
-13,236
-32% -$965K 0.08% 236
2019
Q4 		$3.17M Buy
41,512
+768
+2% +$56.3K 0.12% 180
2019
Q3 		$2.88M Buy
40,744
+238
+0.6% +$17.1K 0.12% 176
2019
Q2 		$2.89M Sell
40,506
-3,222
-7% -$224K 0.13% 174
2019
Q1 		$2.97M Buy
43,728
+4,764
+12% +$306K 0.13% 174
2018
Q4 		$2.21M Buy
38,964
+482
+1% +$29.3K 0.11% 192
2018
Q3 		$2.61M Buy
38,482
+260
+0.7% +$17.3K 0.12% 186
2018
Q2 		$2.42M Sell
38,222
-1,348
-3% -$84.8K 0.11% 208
2018
Q1 		$2.43M Buy
39,570
+1,644
+4% +$103K 0.1% 211
2017
Q4 		$2.29M Buy
37,926
+862
+2% +$50.7K 0.1% 208
2017
Q3 		$2.1M Buy
37,064
+934
+3% +$51.2K 0.1% 208
2017
Q2 		$1.95M Sell
36,130
-4
-0% -$213 0.1% 197
2017
Q1 		$1.88M Buy
36,134
+8,724
+32% +$445K 0.11% 185
2016
Q4 		$1.33M Buy
27,410
+2,714
+11% +$131K 0.08% 224
2016
Q3 		$1.2M Buy
24,696
+1,660
+7% +$80.5K 0.08% 211
2016
Q2 		$1.08M Buy
23,036
+2,996
+15% +$139K 0.08% 210
2016
Q1 		$923K Buy
20,040
+710
+4% +$30.7K 0.08% 198
2015
Q4 		$888K Sell
19,330
-658
-3% -$30.6K 0.07% 193
2015
Q3 		$885K Sell
19,988
-516
-3% -$24.5K 0.11% 160
2015
Q2 		$993K Sell
20,504
-2,372
-10% -$117K 0.13% 154
2015
Q1 		$1.12M Buy
22,876
+1,230
+6% +$58.7K 0.13% 158
2014
Q4 		$1.01M Buy
+21,646
New +$979K 0.18% 132

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 Wealth Partners's IWP Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q2 2026, buying an estimated $1.2M and bringing the position to 64,174 shares worth $9.4M. The position accounts for 0.09% of the portfolio, ranked #226.

Stratos Wealth Partners first reported a position in IWP in Q4 2014 and has held it in 47 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Stratos Wealth Partners held 64,174 shares of iShares Russell Mid-Cap Growth ETF worth $9.4M as of Q2 2026.
  • Stratos Wealth Partners bought 8,724 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Russell Mid-Cap Growth ETF made up 0.09% of Stratos Wealth Partners's portfolio in Q2 2026, its #226 holding.
  • Stratos Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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