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

Athena 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	$204K	Hold	1,590	–	–	0.11%	152
2025 Q4	$218K	Hold	1,590	–	–	0.11%	147
2025 Q3	$226K	Hold	1,590	–	–	0.12%	145
2025 Q2	$221K	Buy	+1,590	New	+$201K	0.12%	143
2025 Q1	–	Sell	-1,624	Closed	-$206K	–	151
2024 Q4	$206K	Buy	+1,624	New	+$206K	0.12%	149

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

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

Athena Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 1,590 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #152.

Athena Investment Management first reported a position in IWP in Q4 2024 and has held it in 5 quarters since. The position peaked at $226K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Athena Investment Management held 1,590 shares of iShares Russell Mid-Cap Growth ETF worth $204K as of Q1 2026.
Athena Investment Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Athena Investment Management's portfolio in Q1 2026, its #152 holding.
Athena Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Athena Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $226K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.