UWM
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USAdvisors Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

USAdvisors Wealth Management’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 		$9.9M Buy
67,608
+22,134
+49% +$3.05M 2.84% 8
2026
Q1 		$5.62M Buy
45,474
+12,595
+38% +$1.7M 1.87% 16
2025
Q4 		$4.5M Buy
32,879
+2,909
+10% +$407K 1.48% 21
2025
Q3 		$4.27M Buy
29,970
+1,780
+6% +$252K 1.47% 23
2025
Q2 		$3.91M Buy
28,190
+1,178
+4% +$149K 1.45% 24
2025
Q1 		$3.17M Buy
27,012
+16,328
+153% +$2.1M 1.11% 27
2024
Q4 		$1.35M Sell
10,684
-22,167
-67% -$2.82M 0.44% 52
2024
Q3 		$3.85M Buy
32,851
+2,902
+10% +$324K 1.35% 25
2024
Q2 		$3.3M Buy
29,949
+3,185
+12% +$350K 1.16% 28
2024
Q1 		$3.05M Buy
26,764
+1,896
+8% +$205K 1.15% 30
2023
Q4 		$2.6M Buy
+24,868
New +$2.36M 1.08% 31

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

USAdvisors Wealth Management's IWP Position: Q2 2026 in Review

USAdvisors Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 49% in Q2 2026, buying an estimated $3.05M and bringing the position to 67,608 shares worth $9.9M. The position accounts for 2.84% of the portfolio, ranked #8.

USAdvisors Wealth Management first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 567 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • USAdvisors Wealth Management held 67,608 shares of iShares Russell Mid-Cap Growth ETF worth $9.9M as of Q2 2026.
  • USAdvisors Wealth Management bought 22,134 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.05M.
  • iShares Russell Mid-Cap Growth ETF made up 2.84% of USAdvisors Wealth Management's portfolio in Q2 2026, its #8 holding.
  • USAdvisors Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 567 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.