Wealthcare Advisory Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.42M | Sell |
9,719
-1,520
| -14% | -$210K | 0.03% | 430 |
|
|
2026
Q1 | $1.44M | Buy |
11,239
+1,118
| +11% | +$151K | 0.03% | 435 |
|
|
2025
Q4 | $1.39M | Sell |
10,121
-408
| -4% | -$57K | 0.03% | 436 |
|
|
2025
Q3 | $1.5M | Buy |
10,529
+142
| +1% | +$20.1K | 0.03% | 402 |
|
|
2025
Q2 | $1.44M | Buy |
10,387
+363
| +4% | +$45.9K | 0.03% | 401 |
|
|
2025
Q1 | $1.18M | Buy |
10,024
+367
| +4% | +$47.2K | 0.03% | 411 |
|
|
2024
Q4 | $1.22M | Buy |
9,657
+403
| +4% | +$51.2K | 0.03% | 376 |
|
|
2024
Q3 | $1.09M | Buy |
9,254
+603
| +7% | +$67.4K | 0.03% | 404 |
|
|
2024
Q2 | $955K | Buy |
8,651
+1,753
| +25% | +$193K | 0.03% | 396 |
|
|
2024
Q1 | $787K | Sell |
6,898
-600
| -8% | -$64.9K | 0.03% | 440 |
|
|
2023
Q4 | $783K | Buy |
7,498
+774
| +12% | +$73.4K | 0.03% | 381 |
|
|
2023
Q3 | $614K | Sell |
6,724
-119
| -2% | -$11.4K | 0.03% | 386 |
|
|
2023
Q2 | $661K | Buy |
6,843
+975
| +17% | +$88.9K | 0.03% | 379 |
|
|
2023
Q1 | $534K | Sell |
5,868
-1,068
| -15% | -$95.3K | 0.02% | 439 |
|
|
2022
Q4 | $580K | Sell |
6,936
-129
| -2% | -$10.9K | 0.03% | 385 |
|
|
2022
Q3 | $554K | Buy |
+7,065
| New | +$608K | 0.03% | 338 |
|
|
2022
Q1 | – | Sell |
-3,055
| Closed | -$352K | – | 571 |
|
|
2021
Q4 | $352K | Sell |
3,055
-164
| -5% | -$19.1K | 0.02% | 403 |
|
|
2021
Q3 | $361K | Sell |
3,219
-294
| -8% | -$33.8K | 0.02% | 373 |
|
|
2021
Q2 | $398K | Sell |
3,513
-16
| -0.5% | -$1.71K | 0.03% | 364 |
|
|
2021
Q1 | $360K | Sell |
3,529
-73
| -2% | -$7.63K | 0.03% | 350 |
|
|
2020
Q4 | $370K | Buy |
3,602
+134
| +4% | +$12.8K | 0.03% | 288 |
|
|
2020
Q3 | $300K | Buy |
3,468
+2
| +0.1% | +$169 | 0.03% | 271 |
|
|
2020
Q2 | $274K | Sell |
3,466
-50
| -1% | -$3.63K | 0.03% | 257 |
|
|
2020
Q1 | $214K | Sell |
3,516
-776
| -18% | -$56.5K | 0.03% | 257 |
|
|
2019
Q4 | $327K | Buy |
4,292
+1,972
| +85% | +$145K | 0.04% | 227 |
|
|
2019
Q3 | $164K | Buy |
2,320
+400
| +21% | +$28.7K | 0.02% | 306 |
|
|
2019
Q2 | $137K | Hold |
1,920
| – | – | 0.02% | 327 |
|
|
2019
Q1 | $130K | Hold |
1,920
| – | – | 0.02% | 296 |
|
|
2018
Q4 | $109K | Buy |
1,920
+336
| +21% | +$20.4K | 0.02% | 292 |
|
|
2018
Q3 | $107K | Hold |
1,584
| – | – | 0.02% | 328 |
|
|
2018
Q2 | $100K | Buy |
1,584
+70
| +5% | +$4.41K | 0.02% | 326 |
|
|
2018
Q1 | $93K | Buy |
1,514
+1,418
| +1,477% | +$88.5K | 0.02% | 292 |
|
|
2017
Q4 | $6K | Hold |
96
| – | – | ﹤0.01% | 756 |
|
|
2017
Q3 | $5K | Buy |
+96
| New | +$5.27K | ﹤0.01% | 643 |
|
Other funds holding IWP
FCAS
CCWM
Wealthcare Advisory Partners's IWP Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2026, selling an estimated $210K and leaving 9,719 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #430.
Wealthcare Advisory Partners first reported a position in IWP in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.5M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- Wealthcare Advisory Partners held 9,719 shares of iShares Russell Mid-Cap Growth ETF worth $1.42M as of Q2 2026.
- Wealthcare Advisory Partners sold 1,520 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $210K.
- iShares Russell Mid-Cap Growth ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #430 holding.
- Wealthcare Advisory Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 34 quarters since.
- Wealthcare Advisory Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.5M in Q3 2025.
- 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.