Visionary Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Visionary 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 Q2	$1.06M	Buy	7,265 +162	+2%	+$22.3K	0.04%	302
2026 Q1	$910K	Buy	7,103 +696	+11%	+$94.2K	0.04%	300
2025 Q4	$877K	Sell	6,407 -398	-6%	-$55.6K	0.04%	296
2025 Q3	$969K	Buy	6,805 +1,140	+20%	+$161K	0.05%	278
2025 Q2	$786K	Buy	+5,665	New	+$717K	0.04%	302
2025 Q1	–	Sell	-1,933	Closed	-$245K	–	550
2024 Q4	$245K	Sell	1,933 -114	-6%	-$14.5K	0.01%	481
2024 Q3	$240K	Sell	2,047 -7	-0.3%	-$783	0.01%	485
2024 Q2	$227K	Sell	2,054 -152	-7%	-$16.7K	0.01%	472
2024 Q1	$252K	Sell	2,206 -41	-2%	-$4.43K	0.02%	429
2023 Q4	$235K	Buy	+2,247	New	+$213K	0.02%	433
2023 Q3	–	Sell	-2,120	Closed	-$205K	–	466
2023 Q2	$205K	Buy	+2,120	New	+$193K	0.02%	431
2023 Q1	–	Sell	-2,677	Closed	-$224K	–	465
2022 Q4	$224K	Sell	2,677 -189	-7%	-$15.9K	0.02%	378
2022 Q3	$225K	Sell	2,866 -42	-1%	-$3.62K	0.02%	349
2022 Q2	$230K	Buy	2,908 +42	+1%	+$3.66K	0.02%	366
2022 Q1	$288K	Sell	2,866 -25,622	-90%	-$2.55M	0.02%	333
2021 Q4	$3.28M	Buy	+28,488	New	+$3.32M	0.27%	92

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

Visionary Wealth Advisors's IWP Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.3% in Q2 2026, buying an estimated $22.3K and bringing the position to 7,265 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #302.

Visionary Wealth Advisors first reported a position in IWP in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.28M in Q4 2021. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Visionary Wealth Advisors held 7,265 shares of iShares Russell Mid-Cap Growth ETF worth $1.06M as of Q2 2026.
Visionary Wealth Advisors bought 162 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $22.3K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #302 holding.
Visionary Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Visionary Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.28M in Q4 2021.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.