Almanack Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Almanack Investment Partners’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	$417K	Hold	3,256	–	–	0.07%	107
2025 Q4	$446K	Buy	+3,256	New	+$455K	0.08%	106
2021 Q3	–	Sell	-115,848	Closed	-$13.1M	–	530
2021 Q2	$13.1M	Buy	+115,848	New	+$12.4M	1.25%	21
2020 Q4	–	Sell	-95,172	Closed	-$8.71M	–	427
2020 Q3	$8.71M	Buy	+95,172	New	+$8.03M	1.07%	24
2018 Q4	–	Sell	-2,180	Closed	-$138K	–	248
2018 Q3	$138K	Buy	+2,180	New	+$145K	0.04%	224
2018 Q2	–	Sell	-1,966	Closed	-$121K	–	163
2018 Q1	$121K	Sell	1,966 -212	-10%	-$13.2K	0.05%	160
2017 Q4	$131K	Buy	+2,178	New	+$128K	0.05%	154

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Almanack Investment Partners's IWP Position: Q1 2026 in Review

Almanack Investment Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 3,256 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #107.

Almanack Investment Partners first reported a position in IWP in Q4 2017 and has held it in 7 quarters since. The position peaked at $13.1M in Q2 2021. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Almanack Investment Partners held 3,256 shares of iShares Russell Mid-Cap Growth ETF worth $417K as of Q1 2026.
Almanack Investment Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Almanack Investment Partners's portfolio in Q1 2026, its #107 holding.
Almanack Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 7 quarters since.
Almanack Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $13.1M in Q2 2021.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.