Wealthspire Advisors (New York)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wealthspire Advisors (New York)’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	$20.2M	Sell	137,750 -666	-0.5%	-$91.8K	0.11%	119
2026 Q1	$17.7M	Sell	138,416 -3,187	-2%	-$431K	0.14%	81
2025 Q4	$19.4M	Sell	141,603 -131,423	-48%	-$18.4M	0.15%	76
2025 Q3	$38.9M	Buy	273,026 +544	+0.2%	+$76.9K	0.2%	55
2025 Q2	$37.8M	Sell	272,482 -6,788	-2%	-$859K	0.21%	52
2025 Q1	$32.8M	Buy	279,270 +152,573	+120%	+$19.6M	0.2%	60
2024 Q4	$16.1M	Buy	126,697 +4,349	+4%	+$553K	0.16%	71
2024 Q3	$14.4M	Buy	122,348 +15,606	+15%	+$1.74M	0.15%	78
2024 Q2	$11.8M	Buy	106,742 +8,989	+9%	+$988K	0.15%	69
2024 Q1	$11.2M	Buy	97,753 +1,102	+1%	+$119K	0.15%	68
2023 Q4	$10.1M	Sell	96,651 -1,531	-2%	-$145K	0.14%	71
2023 Q3	$8.97M	Buy	98,182 +81,287	+481%	+$7.77M	0.15%	70
2023 Q2	$1.63M	Sell	16,895 -376	-2%	-$34.3K	0.03%	171
2023 Q1	$1.57M	Buy	17,271 +3,322	+24%	+$296K	0.03%	177
2022 Q4	$1.17M	Buy	13,949 +6,551	+89%	+$551K	0.02%	234
2022 Q3	$580K	Buy	7,398 +3,038	+70%	+$261K	0.01%	308
2022 Q2	$345K	Buy	4,360 +201	+5%	+$17.5K	0.01%	370
2022 Q1	$418K	Sell	4,159 -1,179	-22%	-$117K	0.01%	298
2021 Q4	$615K	Sell	5,338 -132	-2%	-$15.4K	0.01%	288
2021 Q3	$613K	Buy	5,470 +3,179	+139%	+$366K	0.01%	318
2021 Q2	$259K	Sell	2,291 -2,715	-54%	-$290K	0.01%	319
2021 Q1	$511K	Buy	5,006 +2,600	+108%	+$272K	0.01%	392
2020 Q4	$247K	Buy	+2,406	New	+$229K	0.01%	501
2020 Q2	–	Sell	-5,608	Closed	-$341K	–	410
2020 Q1	$341K	Buy	+5,608	New	+$409K	0.01%	355

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 22.9% 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

Wealthspire Advisors (New York)'s IWP Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.48% in Q2 2026, selling an estimated $91.8K and leaving 137,750 shares worth $20.2M. The position accounts for 0.11% of the portfolio, ranked #119.

Wealthspire Advisors (New York) first reported a position in IWP in Q1 2020 and has held it in 24 quarters since. The position peaked at $38.9M in Q3 2025. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wealthspire Advisors (New York) held 137,750 shares of iShares Russell Mid-Cap Growth ETF worth $20.2M as of Q2 2026.
Wealthspire Advisors (New York) sold 666 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $91.8K.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #119 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares Russell Mid-Cap Growth ETF position peaked at $38.9M in Q3 2025.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.