Advisor Resource Council’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advisor Resource Council’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 Q1	–	Sell	-1,668	Closed	-$227K	–	257
2025 Q4	$227K	Buy	+1,668	New	+$233K	0.08%	217
2025 Q3	–	Sell	-3,091	Closed	-$429K	–	109
2025 Q2	$429K	Sell	3,091 -13,631	-82%	-$1.72M	0.17%	97
2025 Q1	$1.6M	Buy	+16,722	New	+$2.15M	0.13%	179

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Advisor Resource Council's IWP Position: Q1 2026 in Review

Advisor Resource Council sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,668 shares — an estimated $227K sold.

Advisor Resource Council first reported a position in IWP in Q1 2025 and held it in 3 quarters. The position peaked at $1.6M in Q1 2025. 1,180 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Advisor Resource Council reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Advisor Resource Council sold 1,668 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $227K.
Advisor Resource Council first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
Advisor Resource Council's iShares Russell Mid-Cap Growth ETF position peaked at $1.6M in Q1 2025.
1,180 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.