Transamerica Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Transamerica Financial 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	$449	Sell	3 -40	-93%	-$5.51K	﹤0.01%	1713
2026 Q1	$5.52K	Buy	43 +40	+1,333%	+$5.41K	﹤0.01%	1025
2025 Q4	$420	Sell	3 -1	-25%	-$140	﹤0.01%	1393
2025 Q3	$437	Hold	4	–	–	﹤0.01%	1327
2025 Q2	$426	Hold	4	–	–	﹤0.01%	442
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	499
2024 Q4	$1K	Hold	4	–	–	﹤0.01%	491
2024 Q3	$1K	Hold	4	–	–	﹤0.01%	498
2024 Q2	$1K	Hold	4	–	–	﹤0.01%	465
2024 Q1	$1K	Sell	4 -43,341	-100%	-$4.69M	﹤0.01%	510
2023 Q4	$4.53M	Buy	43,345 +3,353	+8%	+$318K	0.63%	28
2023 Q3	$3.65M	Buy	39,992 +9,687	+32%	+$926K	0.49%	36
2023 Q2	$2.93M	Buy	30,305 +6,200	+26%	+$565K	0.38%	47
2023 Q1	$2.19M	Buy	24,105 +42	+0.2%	+$3.75K	0.29%	58
2022 Q4	$2.01M	Sell	24,063 -595	-2%	-$50.1K	0.29%	63
2022 Q3	$1.93M	Buy	24,658 +409	+2%	+$35.2K	0.29%	62
2022 Q2	$1.92M	Buy	+24,249	New	+$2.11M	0.27%	57
2020 Q3	–	Sell	-12	Closed	-$1K	–	338
2020 Q2	$1K	Buy	+12	New	+$870	﹤0.01%	416
2019 Q3	–	Sell	-23,560	Closed	-$1.68M	–	320
2019 Q2	$1.68M	Buy	+23,560	New	+$1.64M	0.36%	64
2019 Q1	–	Sell	-16,204	Closed	-$922K	–	283
2018 Q4	$922K	Buy	16,204 +5,390	+50%	+$328K	0.24%	76
2018 Q3	$734K	Sell	10,814 -9,750	-47%	-$648K	0.16%	108
2018 Q2	$1.3M	Buy	20,564 +10,000	+95%	+$629K	0.29%	82
2018 Q1	$650K	Buy	10,564 +10,562	+528,100%	+$659K	0.1%	162
2017 Q4	$1K	Sell	2 -11,708	-100%	-$688K	﹤0.01%	369
2017 Q3	$663K	Sell	11,710 -606	-5%	-$33.2K	0.08%	169
2017 Q2	$666K	Buy	12,316 +12,312	+307,800%	+$655K	0.09%	152
2017 Q1	$1K	Hold	4	–	–	﹤0.01%	338
2016 Q4	$1K	Sell	4 -12	-75%	-$578	﹤0.01%	374
2016 Q3	$1K	Hold	16	–	–	﹤0.01%	377
2016 Q2	$1K	Sell	16 -1,086	-99%	-$50.2K	﹤0.01%	345
2016 Q1	$51K	Buy	1,102 +6	+0.5%	+$259	﹤0.01%	366
2015 Q4	$51K	Sell	1,096 -4,332	-80%	-$201K	﹤0.01%	404
2015 Q3	$241K	Sell	5,428 -21,536	-80%	-$1.02M	0.02%	267
2015 Q2	$1.31M	Buy	26,964 +10,350	+62%	+$511K	0.09%	148
2015 Q1	$814K	Sell	16,614 -12,128	-42%	-$579K	0.06%	191
2014 Q4	$1.34M	Buy	28,742 +28,614	+22,355%	+$1.29M	0.11%	110
2014 Q3	$6K	Sell	128 -30,978	-100%	-$1.38M	﹤0.01%	510
2014 Q2	$1.39M	Sell	31,106 -4,160	-12%	-$179K	0.12%	107
2014 Q1	$1.51M	Buy	35,266 +20,388	+137%	+$868K	0.15%	82
2013 Q4	$628K	Buy	14,878 +2,664	+22%	+$108K	0.07%	133
2013 Q3	$478K	Buy	12,214 +6,096	+100%	+$232K	0.06%	142
2013 Q2	$220K	Buy	+6,118	New	+$219K	0.04%	197

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

Transamerica Financial Advisors's IWP Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 93% in Q2 2026, selling an estimated $5.51K and leaving 3 shares worth $449. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Transamerica Financial Advisors first reported a position in IWP in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.53M in Q4 2023. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Transamerica Financial Advisors held 3 shares of iShares Russell Mid-Cap Growth ETF worth $449 as of Q2 2026.
Transamerica Financial Advisors sold 40 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.51K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1713 holding.
Transamerica Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 42 quarters since.
Transamerica Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4.53M in Q4 2023.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.