U.S. Capital Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

U.S. Capital 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 Q1	$426K	Buy	3,325 +177	+6%	+$24K	0.01%	715
2025 Q4	$431K	Buy	3,148 +354	+13%	+$49.5K	0.01%	697
2025 Q3	$398K	Buy	2,794 +462	+20%	+$65.3K	0.01%	692
2025 Q2	$323K	Buy	+2,332	New	+$295K	0.01%	699
2023 Q1	–	Sell	-264	Closed	-$22.1K	–	1082
2022 Q4	$22.1K	Buy	+264	New	+$22.2K	﹤0.01%	1084

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's IWP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.6% in Q1 2026, buying an estimated $24K and bringing the position to 3,325 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #715.

U.S. Capital Wealth Advisors first reported a position in IWP in Q4 2022 and has held it in 5 quarters since. The position peaked at $431K in Q4 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

U.S. Capital Wealth Advisors held 3,325 shares of iShares Russell Mid-Cap Growth ETF worth $426K as of Q1 2026.
U.S. Capital Wealth Advisors bought 177 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $24K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #715 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $431K in Q4 2025.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.