White Knight Strategic Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

White Knight Strategic Wealth 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	$746K	Buy	5,097 +1	+0%	+$138	0.52%	44
2026 Q1	$653K	Sell	5,096 -56	-1%	-$7.58K	0.55%	40
2025 Q4	$706K	Buy	5,152 +46	+0.9%	+$6.43K	0.52%	45
2025 Q3	$727K	Sell	5,106 -63	-1%	-$8.9K	0.57%	36
2025 Q2	$717K	Sell	5,169 -30	-0.6%	-$3.79K	0.61%	37
2025 Q1	$611K	Sell	5,199 -5,279	-50%	-$679K	0.56%	40
2024 Q4	$1.33M	Buy	10,478 +5,149	+97%	+$655K	0.56%	36
2024 Q3	$625K	Sell	5,329 -1	-0%	-$112	0.57%	42
2024 Q2	$588K	Sell	5,330 -175	-3%	-$19.2K	0.59%	40
2024 Q1	$628K	Hold	5,505	–	–	0.65%	35
2023 Q4	$575K	Sell	5,505 -110	-2%	-$10.4K	0.66%	33
2023 Q3	$513K	Sell	5,615 -407	-7%	-$38.9K	0.68%	35
2023 Q2	$582K	Sell	6,022 -20	-0.3%	-$1.82K	0.68%	34
2023 Q1	$550K	Sell	6,042 -85	-1%	-$7.59K	0.69%	32
2022 Q4	$512K	Sell	6,127 -333	-5%	-$28K	0.7%	33
2022 Q3	$507K	Sell	6,460 -102	-2%	-$8.78K	0.73%	35
2022 Q2	$520K	Hold	6,562	–	–	0.72%	34
2022 Q1	$659K	Sell	6,562 -25	-0.4%	-$2.49K	0.71%	32
2021 Q4	$759K	Buy	+6,587	New	+$768K	0.79%	31

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

White Knight Strategic Wealth Advisors's IWP Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.02% in Q2 2026, buying an estimated $138 and bringing the position to 5,097 shares worth $746K. The position accounts for 0.52% of the portfolio, ranked #44.

White Knight Strategic Wealth Advisors first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q4 2024. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

White Knight Strategic Wealth Advisors held 5,097 shares of iShares Russell Mid-Cap Growth ETF worth $746K as of Q2 2026.
White Knight Strategic Wealth Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.52% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #44 holding.
White Knight Strategic Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
White Knight Strategic Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.33M in Q4 2024.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.