Wealth Enhancement Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wealth Enhancement Advisory Services’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	$13.6M	Sell	95,654 -3,101	-3%	-$427K	0.02%	557
2026 Q1	$12.8M	Sell	98,755 -21,168	-18%	-$2.86M	0.03%	513
2025 Q4	$17M	Buy	119,923 +288	+0.2%	+$40.2K	0.02%	522
2025 Q3	$17.1M	Buy	119,635 +1,243	+1%	+$176K	0.03%	492
2025 Q2	$16.6M	Buy	118,392 +2,261	+2%	+$286K	0.03%	477
2025 Q1	$13.6M	Sell	116,131 -556	-0.5%	-$71.5K	0.03%	503
2024 Q4	$14.8M	Sell	116,687 -546	-0.5%	-$69.4K	0.03%	454
2024 Q3	$13.8M	Sell	117,233 -1,229	-1%	-$137K	0.03%	437
2024 Q2	$13.1M	Buy	118,462 +11,799	+11%	+$1.3M	0.03%	414
2024 Q1	$12.2M	Buy	106,663 +1,215	+1%	+$131K	0.03%	419
2023 Q4	$11M	Sell	105,448 -671	-0.6%	-$63.6K	0.03%	411
2023 Q3	$9.69M	Buy	106,119 +102,430	+2,777%	+$9.79M	0.03%	422
2023 Q2	$356K	Sell	3,689 -498	-12%	-$45.4K	﹤0.01%	402
2023 Q1	$381K	Buy	+4,187	New	+$374K	﹤0.01%	414

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

Wealth Enhancement Advisory Services's IWP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.1% in Q2 2026, selling an estimated $427K and leaving 95,654 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #557.

Wealth Enhancement Advisory Services first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.1M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wealth Enhancement Advisory Services held 95,654 shares of iShares Russell Mid-Cap Growth ETF worth $13.6M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,101 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $427K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #557 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $17.1M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.