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

Valeo 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	$2.19M	Buy	14,972 +812	+6%	+$112K	0.05%	164
2026 Q1	$1.81M	Sell	14,160 -1	-0%	-$135	0.04%	168
2025 Q4	$1.94M	Sell	14,161 -525	-4%	-$73.4K	0.04%	176
2025 Q3	$2.09M	Sell	14,686 -175	-1%	-$24.7K	0.05%	166
2025 Q2	$2.06M	Buy	14,861 +264	+2%	+$33.4K	0.05%	166
2025 Q1	$1.72M	Buy	14,597 +407	+3%	+$52.3K	0.05%	181
2024 Q4	$1.8M	Sell	14,190 -98	-0.7%	-$12.5K	0.05%	161
2024 Q3	$1.68M	Buy	14,288 +780	+6%	+$87.2K	0.05%	179
2024 Q2	$1.49M	Buy	13,508 +58	+0.4%	+$6.37K	0.05%	184
2024 Q1	$1.46M	Buy	13,450 +184	+1%	+$19.9K	0.05%	184
2023 Q4	$1.39M	Buy	13,266 +6	+0%	+$569	0.06%	181
2023 Q3	$1.21M	Buy	13,260 +10,132	+324%	+$969K	0.06%	180
2023 Q2	$302K	Sell	3,128 -582	-16%	-$53K	0.01%	433
2023 Q1	$338K	Buy	3,710 +214	+6%	+$19.1K	0.02%	412
2022 Q4	$292K	Sell	3,496 -3,454	-50%	-$291K	0.02%	391
2022 Q3	$545K	Buy	6,950 +3	+0%	+$258	0.03%	252
2022 Q2	$550K	Sell	6,947 -384	-5%	-$33.4K	0.03%	240
2022 Q1	$737K	Buy	7,331 +495	+7%	+$49.3K	0.04%	248
2021 Q4	$788K	Buy	6,836 +129	+2%	+$15K	0.04%	223
2021 Q3	$752K	Sell	6,707 -342	-5%	-$39.3K	0.04%	224
2021 Q2	$798K	Buy	7,049 +4,001	+131%	+$427K	0.05%	192
2021 Q1	$311K	Sell	3,048 -1,185	-28%	-$124K	0.01%	348
2020 Q4	$434K	Buy	4,233 +347	+9%	+$33K	0.02%	267
2020 Q3	$336K	Sell	3,886 -228	-6%	-$19.2K	0.03%	238
2020 Q2	$325K	Hold	4,114	–	–	0.03%	244
2020 Q1	$271K	Buy	4,114 +544	+15%	+$39.6K	0.03%	240
2019 Q4	$272K	Hold	3,570	–	–	0.03%	263
2019 Q3	$252K	Sell	3,570 -120	-3%	-$8.62K	0.03%	254
2019 Q2	$263K	Hold	3,690	–	–	0.03%	240
2019 Q1	$250K	Buy	3,690 +820	+29%	+$52.6K	0.03%	235
2018 Q4	$163K	Buy	2,870 +332	+13%	+$20.2K	0.02%	285
2018 Q3	$155K	Buy	2,538 +534	+27%	+$35.5K	0.02%	314
2018 Q2	$131K	Buy	2,004 +422	+27%	+$26.6K	0.02%	355
2018 Q1	$97K	Hold	1,582	–	–	0.02%	374
2017 Q4	$95K	Hold	1,582	–	–	0.02%	347
2017 Q3	$89K	Buy	+1,582	New	+$86.8K	0.02%	307

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

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

Valeo Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q2 2026, buying an estimated $112K and bringing the position to 14,972 shares worth $2.19M. The position accounts for 0.05% of the portfolio, ranked #164.

Valeo Financial Advisors first reported a position in IWP in Q3 2017 and has held it in 36 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Valeo Financial Advisors held 14,972 shares of iShares Russell Mid-Cap Growth ETF worth $2.19M as of Q2 2026.
Valeo Financial Advisors bought 812 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $112K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #164 holding.
Valeo Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 36 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.