Arcadia Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Arcadia Investment 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	$1.19M	Hold	9,275	–	–	0.2%	64
2025 Q4	$1.27M	Buy	9,275 +850	+10%	+$119K	0.21%	63
2025 Q3	$1.2M	Hold	8,425	–	–	0.19%	65
2025 Q2	$1.17M	Buy	8,425 +75	+0.9%	+$9.49K	0.19%	66
2025 Q1	$981K	Buy	8,350 +3,300	+65%	+$424K	0.18%	72
2024 Q4	$640K	Buy	5,050 +3,000	+146%	+$381K	0.1%	85
2024 Q3	$240K	Sell	2,050 -400	-16%	-$44.7K	0.04%	113
2024 Q2	$270K	Sell	2,450 -200	-8%	-$22K	0.05%	107
2024 Q1	$302K	Buy	2,650 +800	+43%	+$86.5K	0.05%	106
2023 Q4	$193K	Hold	1,850	–	–	0.04%	127
2023 Q3	$169K	Hold	1,850	–	–	0.04%	130
2023 Q2	$179K	Hold	1,850	–	–	0.04%	131
2023 Q1	$168K	Sell	1,850 -460	-20%	-$41.1K	0.04%	141
2022 Q4	$193K	Buy	2,310 +125	+6%	+$10.5K	0.05%	132
2022 Q3	$171K	Hold	2,185	–	–	0.04%	127
2022 Q2	$173K	Buy	2,185 +225	+11%	+$19.6K	0.04%	132
2022 Q1	$197K	Hold	1,960	–	–	0.04%	134
2021 Q4	$226K	Hold	1,960	–	–	0.04%	139
2021 Q3	$220K	Hold	1,960	–	–	0.04%	132
2021 Q2	$222K	Hold	1,960	–	–	0.04%	130
2021 Q1	$200K	Hold	1,960	–	–	0.04%	130
2020 Q4	$201K	Hold	1,960	–	–	0.04%	115
2020 Q3	$169K	Hold	1,960	–	–	0.04%	121
2020 Q2	$155K	Hold	1,960	–	–	0.04%	119
2020 Q1	$119K	Buy	+1,960	New	+$143K	0.04%	132

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

Arcadia Investment Management's IWP Position: Q1 2026 in Review

Arcadia Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 9,275 shares worth $1.19M. The position accounts for 0.2% of the portfolio, ranked #64.

Arcadia Investment Management first reported a position in IWP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Arcadia Investment Management held 9,275 shares of iShares Russell Mid-Cap Growth ETF worth $1.19M as of Q1 2026.
Arcadia Investment Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.2% of Arcadia Investment Management's portfolio in Q1 2026, its #64 holding.
Arcadia Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
Arcadia Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.27M in Q4 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.