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Ausdal Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ausdal Financial 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 		– Sell
-17,437
Closed -$2.39M – 1019
2025
Q4 		$2.39M Buy
17,437
+219
+1% +$30.6K 0.11% 195
2025
Q3 		$2.45M Buy
17,218
+596
+4% +$84.2K 0.12% 186
2025
Q2 		$2.31M Buy
16,622
+14,492
+680% +$1.83M 0.15% 146
2025
Q1 		$250K Buy
+2,130
New +$274K 0.02% 545
2024
Q4 		– Sell
-1,852
Closed -$217K – 583
2024
Q3 		$217K Sell
1,852
-132,399
-99% -$14.8M 0.02% 481
2024
Q2 		$14.8M Sell
134,251
-2,003
-1% -$220K 1.58% 11
2024
Q1 		$15.6M Sell
136,254
-6,528
-5% -$706K 1.81% 7
2023
Q4 		$14.9M Sell
142,782
-6,876
-5% -$652K 1.85% 7
2023
Q3 		$13.7M Buy
149,658
+67,553
+82% +$6.46M 1.88% 7
2023
Q2 		$7.93M Sell
82,105
-2,082
-2% -$190K 1.08% 14
2023
Q1 		$7.67M Sell
84,187
-1,330
-2% -$119K 1.06% 13
2022
Q4 		$7.15M Buy
+85,517
New +$7.2M 1.04% 14
2022
Q2 		– Sell
-7,138
Closed -$717K – 490
2022
Q1 		$717K Sell
7,138
-556
-7% -$55.4K 0.1% 218
2021
Q4 		$886K Sell
7,694
-1,297
-14% -$151K 0.12% 197
2021
Q3 		$1.01M Buy
8,991
+2
+0% +$230 0.15% 172
2021
Q2 		$1.02M Buy
8,989
+1,255
+16% +$134K 0.15% 170
2021
Q1 		$789K Sell
7,734
-322
-4% -$33.7K 0.13% 182
2020
Q4 		$827K Buy
+8,056
New +$767K 0.16% 159
2017
Q4 		– Sell
-3,664
Closed -$207K – 365
2017
Q3 		$207K Sell
3,664
-3,968
-52% -$218K 0.08% 300
2017
Q2 		$412K Buy
7,632
+458
+6% +$24.4K 0.18% 164
2017
Q1 		$372K Buy
7,174
+176
+3% +$8.98K 0.17% 162
2016
Q4 		$341K Buy
6,998
+14
+0.2% +$675 0.16% 163
2016
Q3 		$340K Sell
6,984
-176
-2% -$8.54K 0.17% 158
2016
Q2 		$335K Sell
7,160
-58
-0.8% -$2.68K 0.17% 150
2016
Q1 		$333K Sell
7,218
-408
-5% -$17.6K 0.19% 143
2015
Q4 		$350K Buy
+7,626
New +$355K 0.18% 135

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

Ausdal Financial Partners's IWP Position: Q1 2026 in Review

Ausdal Financial Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 17,437 shares — an estimated $2.39M sold.

Ausdal Financial Partners first reported a position in IWP in Q4 2015 and held it in 26 quarters. The position peaked at $15.6M in Q1 2024. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Ausdal Financial Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Ausdal Financial Partners sold 17,437 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.39M.
  • Ausdal Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 26 quarters.
  • Ausdal Financial Partners's iShares Russell Mid-Cap Growth ETF position peaked at $15.6M in Q1 2024.
  • 1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.