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

United Capital 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
Q1 		$3.26M Sell
25,472
-4,857
-16% -$657K 0.02% 454
2025
Q4 		$4.15M Buy
30,329
+5,485
+22% +$767K 0.03% 380
2025
Q3 		$3.54M Sell
24,844
-364
-1% -$51.4K 0.03% 353
2025
Q2 		$3.5M Buy
25,208
+4,475
+22% +$566K 0.03% 333
2025
Q1 		$2.44M Sell
20,733
-671
-3% -$86.3K 0.02% 385
2024
Q4 		$2.71M Sell
21,404
-736
-3% -$93.6K 0.02% 363
2024
Q3 		$2.6M Sell
22,140
-792
-3% -$88.6K 0.02% 361
2024
Q2 		$2.53M Sell
22,932
-1,449
-6% -$159K 0.02% 359
2024
Q1 		$2.78M Sell
24,381
-7,275
-23% -$787K 0.02% 371
2023
Q4 		$3.31M Sell
31,656
-30,038
-49% -$2.85M 0.03% 342
2023
Q3 		$5.64M Buy
61,694
+357
+0.6% +$34.1K 0.04% 285
2023
Q2 		$5.93M Sell
61,337
-1,382
-2% -$126K 0.03% 292
2023
Q1 		$5.71M Sell
62,719
-1,474
-2% -$132K 0.03% 304
2022
Q4 		$5.37M Buy
64,193
+316
+0.5% +$26.6K 0.03% 318
2022
Q3 		$5.01M Sell
63,877
-3,612
-5% -$311K 0.03% 318
2022
Q2 		$5.35M Sell
67,489
-11
-0% -$958 0.03% 327
2022
Q1 		$6.78M Sell
67,500
-2,402
-3% -$239K 0.03% 321
2021
Q4 		$8.05M Buy
69,902
+5,758
+9% +$671K 0.04% 306
2021
Q3 		$7.19M Buy
64,144
+720
+1% +$82.8K 0.04% 316
2021
Q2 		$7.18M Buy
63,424
+159
+0.3% +$17K 0.04% 318
2021
Q1 		$6.46M Sell
63,265
-2,572
-4% -$269K 0.04% 320
2020
Q4 		$6.76M Sell
65,837
-6,973
-10% -$664K 0.04% 304
2020
Q3 		$6.29M Buy
72,810
+2,758
+4% +$233K 0.04% 306
2020
Q2 		$5.54M Buy
70,052
+27,414
+64% +$1.99M 0.04% 333
2020
Q1 		$2.59M Sell
42,638
-115,442
-73% -$8.41M 0.02% 452
2019
Q4 		$12.1M Buy
158,080
+42,478
+37% +$3.11M 0.08% 281
2019
Q3 		$8.17M Buy
115,602
+40,144
+53% +$2.88M 0.06% 316
2019
Q2 		$5.38M Sell
75,458
-107,058
-59% -$7.45M 0.04% 412
2019
Q1 		$12.4M Buy
182,516
+41,994
+30% +$2.7M 0.09% 259
2018
Q4 		$7.99M Sell
140,522
-35,794
-20% -$2.18M 0.06% 292
2018
Q3 		$12M Sell
176,316
-32,654
-16% -$2.17M 0.08% 259
2018
Q2 		$13.2M Buy
208,970
+13,420
+7% +$845K 0.1% 236
2018
Q1 		$12M Buy
195,550
+15,932
+9% +$995K 0.09% 253
2017
Q4 		$10.9M Buy
179,618
+39,522
+28% +$2.32M 0.09% 279
2017
Q3 		$7.93M Buy
140,096
+10,464
+8% +$574K 0.07% 316
2017
Q2 		$7M Buy
129,632
+105,636
+440% +$5.62M 0.06% 325
2017
Q1 		$1.25M Sell
23,996
-61,584
-72% -$3.14M 0.01% 687
2016
Q4 		$4.17M Buy
85,580
+66,670
+353% +$3.21M 0.04% 403
2016
Q3 		$921K Sell
18,910
-7,436
-28% -$361K 0.01% 790
2016
Q2 		$1.24M Sell
26,346
-58,184
-69% -$2.69M 0.01% 674
2016
Q1 		$3.9M Buy
84,530
+55,966
+196% +$2.42M 0.04% 387
2015
Q4 		$1.31M Sell
28,564
-12,584
-31% -$585K 0.02% 630
2015
Q3 		$1.82M Sell
41,148
-32,622
-44% -$1.55M 0.02% 544
2015
Q2 		$3.57M Buy
73,770
+15,708
+27% +$775K 0.04% 440
2015
Q1 		$2.82M Buy
58,062
+13,556
+30% +$647K 0.03% 477
2014
Q4 		$2.08M Buy
44,506
+12,936
+41% +$585K 0.03% 464
2014
Q3 		$1.4M Buy
31,570
+266
+0.8% +$11.9K 0.02% 524
2014
Q2 		$1.4M Buy
31,304
+12,400
+66% +$533K 0.03% 481
2014
Q1 		$811K Sell
18,904
-336
-2% -$14.3K 0.02% 525
2013
Q4 		$812K Buy
19,240
+7,028
+58% +$284K 0.03% 362
2013
Q3 		$477K Sell
12,212
-7,968
-39% -$304K 0.02% 451
2013
Q2 		$724K Buy
+20,180
New +$721K 0.02% 452

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

United Capital Financial Advisors's IWP Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q1 2026, selling an estimated $657K and leaving 25,472 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #454.

United Capital Financial Advisors first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.2M in Q2 2018. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • United Capital Financial Advisors held 25,472 shares of iShares Russell Mid-Cap Growth ETF worth $3.26M as of Q1 2026.
  • United Capital Financial Advisors sold 4,857 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $657K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #454 holding.
  • United Capital Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $13.2M in Q2 2018.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.