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Wealthcare Advisory Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wealthcare Advisory Partners’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 		$1.42M 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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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. 329 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.
  • 329 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.