World Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

World Investment 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	$1.07M	Sell	8,036 -129	-2%	-$17.8K	0.02%	683
2026 Q1	$1.05M	Buy	8,165 +42	+0.5%	+$5.68K	0.02%	696
2025 Q4	$1.11M	Buy	8,123 +696	+9%	+$97.3K	0.02%	654
2025 Q3	$1.06M	Sell	7,427 -204	-3%	-$28.8K	0.02%	549
2025 Q2	$1.06M	Sell	7,631 -33	-0.4%	-$4.17K	0.02%	509
2025 Q1	$900K	Buy	7,664 +929	+14%	+$119K	0.02%	538
2024 Q4	$854K	Buy	6,735 +3,737	+125%	+$475K	0.02%	517
2024 Q3	$352K	Buy	+2,998	New	+$335K	0.01%	682

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

World Investment Advisors's IWP Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2026, selling an estimated $17.8K and leaving 8,036 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #683.

World Investment Advisors first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

World Investment Advisors held 8,036 shares of iShares Russell Mid-Cap Growth ETF worth $1.07M as of Q2 2026.
World Investment Advisors sold 129 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.8K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #683 holding.
World Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.11M in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.