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

Cascade 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	$331K	Sell	2,580 -72	-3%	-$9.74K	0.03%	198
2025 Q4	$363K	Sell	2,652 -24	-0.9%	-$3.35K	0.04%	185
2025 Q3	$381K	Hold	2,676	–	–	0.04%	184
2025 Q2	$371K	Sell	2,676 -11	-0.4%	-$1.39K	0.04%	183
2025 Q1	$316K	Buy	2,687 +8	+0.3%	+$1.03K	0.04%	192
2024 Q4	$340K	Buy	2,679 +218	+9%	+$27.7K	0.04%	177
2024 Q3	$297K	Buy	2,461 +208	+9%	+$23.3K	0.04%	186
2024 Q2	$249K	Sell	2,253 -70	-3%	-$7.69K	0.03%	197
2024 Q1	$255K	Buy	+2,323	New	+$251K	0.04%	193

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

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

Cascade Financial Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.7% in Q1 2026, selling an estimated $9.74K and leaving 2,580 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #198.

Cascade Financial Partners first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $381K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Cascade Financial Partners held 2,580 shares of iShares Russell Mid-Cap Growth ETF worth $331K as of Q1 2026.
Cascade Financial Partners sold 72 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $9.74K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #198 holding.
Cascade Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares Russell Mid-Cap Growth ETF position peaked at $381K in Q3 2025.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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