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West Michigan Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

West Michigan 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 		$269K Sell
1,836
-17
-0.9% -$2.34K 0.05% 251
2026
Q1 		$237K Buy
1,853
+13
+0.7% +$1.76K 0.05% 270
2025
Q4 		$252K Sell
1,840
-23
-1% -$3.21K 0.06% 231
2025
Q3 		$265K Buy
1,863
+6
+0.3% +$848 0.06% 224
2025
Q2 		$258K Sell
1,857
-49
-3% -$6.2K 0.07% 195
2025
Q1 		$224K Sell
1,906
-17
-0.9% -$2.19K 0.07% 191
2024
Q4 		$244K Sell
1,923
-26
-1% -$3.31K 0.07% 199
2024
Q3 		$229K Sell
1,949
-1
-0.1% -$112 0.07% 171
2024
Q2 		$215K Sell
1,950
-51
-3% -$5.6K 0.07% 168
2024
Q1 		$228K Sell
2,001
-212
-10% -$22.9K 0.07% 162
2023
Q4 		$231K Sell
2,213
-143
-6% -$13.6K 0.09% 138
2023
Q3 		$215K Buy
2,356
+6
+0.3% +$574 0.12% 133
2023
Q2 		$227K Sell
2,350
-4
-0.2% -$365 0.09% 190
2023
Q1 		$214K Buy
+2,354
New +$210K 0.12% 136
2022
Q2 		– Sell
-3,375
Closed -$339K – 128
2022
Q1 		$339K Buy
3,375
+250
+8% +$24.9K 0.23% 77
2021
Q4 		$360K Buy
+3,125
New +$364K 0.27% 70

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

West Michigan Advisors's IWP Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.92% in Q2 2026, selling an estimated $2.34K and leaving 1,836 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #251.

West Michigan Advisors first reported a position in IWP in Q4 2021 and has held it in 16 quarters since. The position peaked at $360K in Q4 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • West Michigan Advisors held 1,836 shares of iShares Russell Mid-Cap Growth ETF worth $269K as of Q2 2026.
  • West Michigan Advisors sold 17 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.34K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of West Michigan Advisors's portfolio in Q2 2026, its #251 holding.
  • West Michigan Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • West Michigan Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $360K in Q4 2021.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.