AFWM
IWP icon

AMJ Financial Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

AMJ Financial Wealth Management’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
-8,071
Closed -$1.11M – 93
2025
Q4 		$1.11M Buy
8,071
+245
+3% +$34.2K 0.26% 59
2025
Q3 		$1.11M Sell
7,826
-38
-0.5% -$5.37K 0.27% 52
2025
Q2 		$1.09M Sell
7,864
-544
-6% -$68.8K 0.27% 50
2025
Q1 		$988K Buy
8,408
+2,047
+32% +$263K 0.29% 47
2024
Q4 		$806K Buy
6,361
+2,918
+85% +$371K 0.22% 57
2024
Q3 		$404K Sell
3,443
-62
-2% -$6.93K 0.12% 71
2024
Q2 		$387K Sell
3,505
-3,299
-48% -$362K 0.12% 65
2024
Q1 		$777K Buy
6,804
+4,856
+249% +$525K 0.26% 53
2023
Q4 		$203K Sell
1,948
-5,490
-74% -$520K 0.09% 66
2023
Q3 		$679K Buy
7,438
+2,170
+41% +$207K 0.31% 46
2023
Q2 		$509K Buy
+5,268
New +$480K 0.22% 54
2022
Q2 		– Sell
-2,059
Closed -$207K – 70
2022
Q1 		$207K Sell
2,059
-239
-10% -$23.8K 0.08% 82
2021
Q4 		$265K Sell
2,298
-1,075
-32% -$125K 0.1% 84
2021
Q3 		$378K Buy
+3,373
New +$388K 0.16% 73
2021
Q2 		– Sell
-8,353
Closed -$853K – 99
2021
Q1 		$853K Buy
8,353
+1,843
+28% +$193K 0.41% 46
2020
Q4 		$668K Buy
+6,510
New +$619K 0.34% 51

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AMJ Financial Wealth Management's IWP Position: Q1 2026 in Review

AMJ Financial Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 8,071 shares — an estimated $1.11M sold.

AMJ Financial Wealth Management first reported a position in IWP in Q4 2020 and held it in 16 quarters. The position peaked at $1.11M in Q3 2025. 1,181 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • AMJ Financial Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 8,071 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.11M.
  • AMJ Financial Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 16 quarters.
  • AMJ Financial Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.11M in Q3 2025.
  • 1,181 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.