Wealthfront Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wealthfront Advisers’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	$2.68M	Sell	18,297 -721	-4%	-$99.4K	0.01%	562
2026 Q1	$2.44M	Buy	19,018 +1,356	+8%	+$183K	0.01%	569
2025 Q4	$2.42M	Buy	17,662 +3,290	+23%	+$460K	0.01%	560
2025 Q3	$2.05M	Buy	14,372 +181	+1%	+$25.6K	﹤0.01%	584
2025 Q2	$1.97M	Sell	14,191 -1,418	-9%	-$179K	0.01%	575
2025 Q1	$1.83M	Buy	15,609 +773	+5%	+$99.4K	﹤0.01%	553
2024 Q4	$1.88M	Buy	14,836 +2,729	+23%	+$347K	0.01%	536
2024 Q3	$1.42M	Buy	12,107 +615	+5%	+$68.8K	﹤0.01%	575
2024 Q2	$1.27M	Buy	11,492 +1,867	+19%	+$205K	﹤0.01%	577
2024 Q1	$1.1M	Buy	9,625 +1,194	+14%	+$129K	﹤0.01%	596
2023 Q4	$881K	Buy	8,431 +599	+8%	+$56.8K	﹤0.01%	613
2023 Q3	$715K	Buy	7,832 +1,928	+33%	+$184K	﹤0.01%	620
2023 Q2	$571K	Sell	5,904 -1,925	-25%	-$175K	﹤0.01%	659
2023 Q1	$713K	Buy	7,829 +2,267	+41%	+$202K	﹤0.01%	587
2022 Q4	$465K	Buy	5,562 +2,656	+91%	+$224K	﹤0.01%	645
2022 Q3	$228K	Buy	2,906 +67	+2%	+$5.77K	﹤0.01%	734
2022 Q2	$225K	Buy	2,839 +690	+32%	+$60.1K	﹤0.01%	738
2022 Q1	$216K	Buy	+2,149	New	+$214K	﹤0.01%	756

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

Wealthfront Advisers's IWP Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.8% in Q2 2026, selling an estimated $99.4K and leaving 18,297 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #562.

Wealthfront Advisers first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wealthfront Advisers held 18,297 shares of iShares Russell Mid-Cap Growth ETF worth $2.68M as of Q2 2026.
Wealthfront Advisers sold 721 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $99.4K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #562 holding.
Wealthfront Advisers first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.