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United Advisor Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

United Advisor Group’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 		$2.26M Buy
15,407
+1,020
+7% +$141K 0.24% 115
2026
Q1 		$1.84M Buy
14,387
+2,400
+20% +$325K 0.23% 114
2025
Q4 		$1.64M Buy
+11,987
New +$1.68M 0.2% 117

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

United Advisor Group's IWP Position: Q2 2026 in Review

United Advisor Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.1% in Q2 2026, buying an estimated $141K and bringing the position to 15,407 shares worth $2.26M. The position accounts for 0.24% of the portfolio, ranked #115.

United Advisor Group first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • United Advisor Group held 15,407 shares of iShares Russell Mid-Cap Growth ETF worth $2.26M as of Q2 2026.
  • United Advisor Group bought 1,020 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $141K.
  • iShares Russell Mid-Cap Growth ETF made up 0.24% of United Advisor Group's portfolio in Q2 2026, its #115 holding.
  • United Advisor Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.