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Biondo Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Biondo Investment Advisors’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 		$895K Sell
6,987
-14,798
-68% -$2M 0.11% 69
2025
Q4 		$2.98M Buy
21,785
+668
+3% +$93.4K 0.36% 47
2025
Q3 		$3.01M Buy
21,117
+725
+4% +$102K 0.38% 48
2025
Q2 		$2.83M Buy
20,392
+366
+2% +$46.3K 0.37% 48
2025
Q1 		$2.35M Sell
20,026
-1,598
-7% -$205K 0.33% 47
2024
Q4 		$2.74M Buy
21,624
+673
+3% +$85.6K 0.38% 47
2024
Q3 		$2.46M Buy
20,951
+385
+2% +$43K 0.34% 47
2024
Q2 		$2.27M Buy
20,566
+470
+2% +$51.6K 0.34% 46
2024
Q1 		$2.29M Buy
20,096
+281
+1% +$30.4K 0.35% 47
2023
Q4 		$2.07M Buy
19,815
+391
+2% +$37.1K 0.35% 47
2023
Q3 		$1.77M Buy
19,424
+680
+4% +$65K 0.33% 46
2023
Q2 		$1.81M Buy
18,744
+685
+4% +$62.4K 0.33% 45
2023
Q1 		$1.64M Buy
18,059
+270
+2% +$24.1K 0.33% 44
2022
Q4 		$1.49M Buy
17,789
+560
+3% +$47.1K 0.33% 46
2022
Q3 		$1.35M Buy
17,229
+1,050
+6% +$90.4K 0.31% 47
2022
Q2 		$1.28M Buy
16,179
+1,439
+10% +$125K 0.28% 47
2022
Q1 		$1.48M Buy
14,740
+1,923
+15% +$192K 0.26% 52
2021
Q4 		$1.48M Buy
12,817
+908
+8% +$106K 0.25% 50
2021
Q3 		$1.33M Sell
11,909
-61
-0.5% -$7.02K 0.23% 51
2021
Q2 		$1.35M Buy
11,970
+130
+1% +$13.9K 0.23% 49
2021
Q1 		$1.21M Buy
11,840
+195
+2% +$20.4K 0.24% 48
2020
Q4 		$1.2M Sell
11,645
-425
-4% -$40.4K 0.23% 49
2020
Q3 		$1.04M Buy
12,070
+724
+6% +$61.1K 0.23% 50
2020
Q2 		$897K Buy
11,346
+810
+8% +$58.7K 0.23% 50
2020
Q1 		$641K Buy
10,536
+100
+1% +$7.29K 0.21% 50
2019
Q4 		$796K Buy
10,436
+426
+4% +$31.2K 0.18% 54
2019
Q3 		$707K Buy
10,010
+150
+2% +$10.8K 0.18% 61
2019
Q2 		$703K Buy
9,860
+1,220
+14% +$84.8K 0.17% 60
2019
Q1 		$586K Buy
+8,640
New +$555K 0.15% 68

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

Biondo Investment Advisors's IWP Position: Q1 2026 in Review

Biondo Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 68% in Q1 2026, selling an estimated $2M and leaving 6,987 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #69.

Biondo Investment Advisors first reported a position in IWP in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.01M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Biondo Investment Advisors held 6,987 shares of iShares Russell Mid-Cap Growth ETF worth $895K as of Q1 2026.
  • Biondo Investment Advisors sold 14,798 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2M.
  • iShares Russell Mid-Cap Growth ETF made up 0.11% of Biondo Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • Biondo Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Biondo Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.01M in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Biondo Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.