Wealthedge Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wealthedge Investment 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	$665K	Sell	4,540 -4,239	-48%	-$584K	0.23%	85
2026 Q1	$1.12M	Sell	8,779 -11,576	-57%	-$1.57M	0.41%	60
2025 Q4	$2.79M	Buy	20,355 +73	+0.4%	+$10.2K	1.03%	28
2025 Q3	$2.89M	Buy	20,282 +143	+0.7%	+$20.2K	1.09%	29
2025 Q2	$2.79M	Sell	20,139 -437	-2%	-$55.3K	1.16%	24
2025 Q1	$2.42M	Sell	20,576 -4,513	-18%	-$580K	1.09%	24
2024 Q4	$3.18M	Buy	+25,089	New	+$3.19M	1.43%	17

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

Wealthedge Investment Advisors's IWP Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 48% in Q2 2026, selling an estimated $584K and leaving 4,540 shares worth $665K. The position accounts for 0.23% of the portfolio, ranked #85.

Wealthedge Investment Advisors first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wealthedge Investment Advisors held 4,540 shares of iShares Russell Mid-Cap Growth ETF worth $665K as of Q2 2026.
Wealthedge Investment Advisors sold 4,239 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $584K.
iShares Russell Mid-Cap Growth ETF made up 0.23% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #85 holding.
Wealthedge Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.18M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.