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Ashton Thomas Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ashton Thomas Private Wealth’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 		$3.06M Sell
23,882
-1,424
-6% -$193K 0.07% 273
2025
Q4 		$3.47M Sell
25,306
-1,852
-7% -$259K 0.08% 230
2025
Q3 		$3.87M Buy
27,158
+13,060
+93% +$1.85M 0.1% 214
2025
Q2 		$1.96M Buy
14,098
+6,863
+95% +$868K 0.07% 289
2025
Q1 		$850K Buy
7,235
+322
+5% +$41.4K 0.03% 416
2024
Q4 		$876K Buy
6,913
+117
+2% +$14.9K 0.03% 409
2024
Q3 		$797K Hold
6,796
– – 0.04% 357
2024
Q2 		$750K Sell
6,796
-66
-1% -$7.25K 0.04% 349
2024
Q1 		$783K Sell
6,862
-32
-0.5% -$3.46K 0.04% 344
2023
Q4 		$720K Buy
6,894
+546
+9% +$51.8K 0.05% 351
2023
Q3 		$580K Sell
6,348
-432
-6% -$41.3K 0.04% 373
2023
Q2 		$655K Buy
6,780
+166
+3% +$15.1K 0.05% 354
2023
Q1 		$602K Buy
6,614
+4
+0.1% +$357 0.05% 339
2022
Q4 		$553K Sell
6,610
-618
-9% -$52K 0.05% 332
2022
Q3 		$567K Sell
7,228
-2,387
-25% -$205K 0.06% 307
2022
Q2 		$762K Buy
9,615
+632
+7% +$55K 0.08% 242
2022
Q1 		$903K Buy
8,983
+571
+7% +$56.9K 0.08% 263
2021
Q4 		$969K Buy
8,412
+1,710
+26% +$199K 0.09% 240
2021
Q3 		$751K Buy
6,702
+3,025
+82% +$348K 0.11% 208
2021
Q2 		$416K Buy
+3,677
New +$393K 0.06% 259
2021
Q1 		– Sell
-5,141
Closed -$528K – 314
2020
Q4 		$528K Buy
+5,141
New +$489K 0.1% 227

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ashton Thomas Private Wealth's IWP Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.6% in Q1 2026, selling an estimated $193K and leaving 23,882 shares worth $3.06M. The position accounts for 0.07% of the portfolio, ranked #273.

Ashton Thomas Private Wealth first reported a position in IWP in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.87M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Ashton Thomas Private Wealth held 23,882 shares of iShares Russell Mid-Cap Growth ETF worth $3.06M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 1,424 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $193K.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #273 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Ashton Thomas Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $3.87M in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.