WealthTrust Axiom’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WealthTrust Axiom’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	$401K	Sell	2,742 -400	-13%	-$55.1K	0.09%	180
2026 Q1	$403K	Hold	3,142	–	–	0.1%	164
2025 Q4	$430K	Sell	3,142 -110	-3%	-$15.4K	0.11%	156
2025 Q3	$463K	Buy	3,252 +145	+5%	+$20.5K	0.12%	148
2025 Q2	$431K	Hold	3,107	–	–	0.13%	149
2025 Q1	$365K	Hold	3,107	–	–	0.11%	167
2024 Q4	$394K	Sell	3,107 -9	-0.3%	-$1.14K	0.12%	164
2024 Q3	$365K	Hold	3,116	–	–	0.11%	170
2024 Q2	$344K	Hold	3,116	–	–	0.11%	168
2024 Q1	$356K	Hold	3,116	–	–	0.11%	164
2023 Q4	$325K	Hold	3,116	–	–	0.11%	171
2023 Q3	$285K	Hold	3,116	–	–	0.1%	173
2023 Q2	$301K	Hold	3,116	–	–	0.1%	181
2023 Q1	$284K	Hold	3,116	–	–	0.1%	185
2022 Q4	$260K	Hold	3,116	–	–	0.09%	180
2022 Q3	$244K	Hold	3,116	–	–	0.09%	181
2022 Q2	$246K	Hold	3,116	–	–	0.09%	193
2022 Q1	$313K	Hold	3,116	–	–	0.1%	170
2021 Q4	$359K	Hold	3,116	–	–	0.11%	160
2021 Q3	$349K	Hold	3,116	–	–	0.12%	152
2021 Q2	$352K	Hold	3,116	–	–	0.11%	156
2021 Q1	$318K	Hold	3,116	–	–	0.11%	161
2020 Q4	$319K	Hold	3,116	–	–	0.12%	153
2020 Q3	$269K	Hold	3,116	–	–	0.12%	145
2020 Q2	$246K	Buy	+3,116	New	+$226K	0.11%	150
2020 Q1	–	Sell	-3,116	Closed	-$237K	–	214
2019 Q4	$237K	Hold	3,116	–	–	0.08%	180
2019 Q3	$220K	Hold	3,116	–	–	0.08%	192
2019 Q2	$222K	Hold	3,116	–	–	0.08%	191
2019 Q1	$211K	Buy	+3,116	New	+$200K	0.08%	191
2018 Q4	–	Sell	-3,116	Closed	-$211K	–	222
2018 Q3	$211K	Buy	+3,116	New	+$207K	0.07%	201

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

WealthTrust Axiom's IWP Position: Q2 2026 in Review

WealthTrust Axiom reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 13% in Q2 2026, selling an estimated $55.1K and leaving 2,742 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #180.

WealthTrust Axiom first reported a position in IWP in Q3 2018 and has held it in 30 quarters since. The position peaked at $463K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

WealthTrust Axiom held 2,742 shares of iShares Russell Mid-Cap Growth ETF worth $401K as of Q2 2026.
WealthTrust Axiom sold 400 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $55.1K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of WealthTrust Axiom's portfolio in Q2 2026, its #180 holding.
WealthTrust Axiom first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 30 quarters since.
WealthTrust Axiom's iShares Russell Mid-Cap Growth ETF position peaked at $463K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.