Your Advocates Ltd’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Your Advocates Ltd’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	$39.1K	Hold	267	–	–	0.01%	78
2026 Q1	$34.2K	Buy	267 +258	+2,867%	+$34.9K	0.01%	84
2025 Q4	$1.23K	Hold	9	–	–	﹤0.01%	196
2025 Q3	$1.28K	Hold	9	–	–	﹤0.01%	181
2025 Q2	$1.25K	Hold	9	–	–	﹤0.01%	168
2025 Q1	$1.06K	Hold	9	–	–	﹤0.01%	175
2024 Q4	$1.14K	Hold	9	–	–	﹤0.01%	175
2024 Q3	$1.06K	Hold	9	–	–	﹤0.01%	193
2024 Q2	$993	Hold	9	–	–	﹤0.01%	197
2024 Q1	$1.03K	Hold	9	–	–	﹤0.01%	191
2023 Q4	$940	Sell	9 -45	-83%	-$4.27K	﹤0.01%	196
2023 Q3	$4.93K	Hold	54	–	–	﹤0.01%	149
2023 Q2	$5.22K	Hold	54	–	–	﹤0.01%	168
2023 Q1	$4.92K	Buy	+54	New	+$4.82K	﹤0.01%	134
2021 Q2	–	Sell	-108	Closed	-$11K	–	143
2021 Q1	$11K	Hold	108	–	–	0.01%	80
2020 Q4	$11K	Hold	108	–	–	0.01%	87
2020 Q3	$9K	Hold	108	–	–	0.01%	82
2020 Q2	$8K	Hold	108	–	–	0.01%	85
2020 Q1	$7K	Buy	+108	New	+$7.87K	0.01%	77

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Your Advocates Ltd's IWP Position: Q2 2026 in Review

Your Advocates Ltd held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 267 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #78.

Your Advocates Ltd first reported a position in IWP in Q1 2020 and has held it in 19 quarters since. 799 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Your Advocates Ltd held 267 shares of iShares Russell Mid-Cap Growth ETF worth $39.1K as of Q2 2026.
Your Advocates Ltd left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #78 holding.
Your Advocates Ltd first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 19 quarters since.
799 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.