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

Wealth Science 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 		$341K Hold
2,326
– – 0.15% 75
2026
Q1 		$319K Hold
2,326
– – 0.18% 53
2025
Q4 		$319K Buy
+2,326
New +$325K 0.18% 53

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 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

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

Wealth Science Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,326 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #75.

Wealth Science Advisors first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Wealth Science Advisors held 2,326 shares of iShares Russell Mid-Cap Growth ETF worth $341K as of Q2 2026.
  • Wealth Science Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.15% of Wealth Science Advisors's portfolio in Q2 2026, its #75 holding.
  • Wealth Science Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.