Arax Advisory Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Arax Advisory 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	$4.28M	Buy	33,395 +24,236	+265%	+$3.28M	0.12%	155
2025 Q4	$1.25M	Buy	+9,159	New	+$1.28M	0.04%	340
2025 Q3	–	Sell	-8,126	Closed	-$1.44M	–	3976
2025 Q2	$1.44M	Sell	8,126 -163,888	-95%	-$20.7M	0.07%	188
2025 Q1	$20.2M	Sell	172,014 -4,931	-3%	-$634K	1.3%	20
2024 Q4	$22.4M	Buy	176,945 +7,520	+4%	+$956K	1.41%	21
2024 Q3	$19.9M	Sell	169,425 -17,774	-9%	-$1.99M	1.77%	20
2024 Q2	$20.7M	Sell	187,199 -15,339	-8%	-$1.69M	2.01%	16
2024 Q1	$23.1M	Buy	202,538 +4,361	+2%	+$472K	2.44%	13
2023 Q4	$20.7M	Buy	198,177 +197,925	+78,542%	+$18.8M	2.31%	17
2023 Q3	$23K	Hold	252	–	–	﹤0.01%	560
2023 Q2	$24.4K	Hold	252	–	–	﹤0.01%	556
2023 Q1	$22.9K	Hold	252	–	–	﹤0.01%	565
2022 Q4	$21.1K	Sell	252 -66	-21%	-$5.55K	﹤0.01%	553
2022 Q3	$25K	Buy	+318	New	+$27.4K	﹤0.01%	535
2022 Q2	–	Sell	-184,777	Closed	-$18.6M	–	1201
2022 Q1	$18.6M	Buy	+184,777	New	+$18.4M	2.47%	12
2021 Q3	–	Sell	-58	Closed	-$7K	–	1034
2021 Q2	$7K	Buy	+58	New	+$6.2K	﹤0.01%	708
2020 Q4	$37.8M	Buy	368,259 +2,677	+0.7%	+$255K	5.59%	2
2020 Q3	$31.6M	Buy	365,582 +6,284	+2%	+$530K	5.33%	2
2020 Q2	$28.4M	Buy	359,298 +328,374	+1,062%	+$23.8M	5.06%	2
2020 Q1	$1.88M	Buy	+30,924	New	+$2.25M	0.43%	38
2018 Q4	–	Sell	-24	Closed	-$2K	–	585
2018 Q3	$2K	Buy	24 +2	+9%	+$133	﹤0.01%	574
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	468
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	455
2017 Q4	$1K	Hold	22	–	–	﹤0.01%	444
2017 Q3	$1K	Sell	22 -286	-93%	-$15.7K	﹤0.01%	443
2017 Q2	$17K	Buy	308 +286	+1,300%	+$15.2K	0.01%	311
2017 Q1	$1K	Sell	22 -2	-8%	-$102	﹤0.01%	499
2016 Q4	$1K	Buy	+24	New	+$1.16K	﹤0.01%	521

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

Arax Advisory Partners's IWP Position: Q1 2026 in Review

Arax Advisory Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 265% in Q1 2026, buying an estimated $3.28M and bringing the position to 33,395 shares worth $4.28M. The position accounts for 0.12% of the portfolio, ranked #155.

Arax Advisory Partners first reported a position in IWP in Q4 2016 and has held it in 28 quarters since. The position peaked at $37.8M in Q4 2020. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Arax Advisory Partners held 33,395 shares of iShares Russell Mid-Cap Growth ETF worth $4.28M as of Q1 2026.
Arax Advisory Partners bought 24,236 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.28M.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Arax Advisory Partners's portfolio in Q1 2026, its #155 holding.
Arax Advisory Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 28 quarters since.
Arax Advisory Partners's iShares Russell Mid-Cap Growth ETF position peaked at $37.8M in Q4 2020.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.