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

Centaurus Financial’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 		$455K Buy
3,548
+39
+1% +$5.28K 0.02% 549
2025
Q4 		$481K Buy
3,509
+300
+9% +$41.9K 0.02% 543
2025
Q3 		$457K Buy
3,209
+25
+0.8% +$3.53K 0.02% 560
2025
Q2 		$442K Buy
3,184
+910
+40% +$115K 0.03% 504
2025
Q1 		$267K Buy
2,274
+44
+2% +$5.66K 0.02% 605
2024
Q4 		$283K Sell
2,230
-15
-0.7% -$1.91K 0.02% 580
2024
Q3 		$263K Buy
2,245
+107
+5% +$12K 0.02% 580
2024
Q2 		$236K Sell
2,138
-10
-0.5% -$1.1K 0.02% 557
2024
Q1 		$245K Sell
2,148
-114
-5% -$12.3K 0.02% 562
2023
Q4 		$236K Buy
2,262
+114
+5% +$10.8K 0.02% 546
2023
Q3 		$196K Sell
2,148
-144
-6% -$13.8K 0.02% 571
2023
Q2 		$221K Sell
2,292
-1,230
-35% -$112K 0.02% 547
2023
Q1 		$321K Buy
3,522
+17
+0.5% +$1.52K 0.03% 524
2022
Q4 		$293K Buy
3,505
+886
+34% +$74.6K 0.03% 493
2022
Q3 		$205K Buy
2,619
+14
+0.5% +$1.21K 0.02% 614
2022
Q2 		$206K Sell
2,605
-230
-8% -$20K 0.02% 603
2022
Q1 		$285K Sell
2,835
-120
-4% -$12K 0.02% 566
2021
Q4 		$340K Hold
2,955
– – 0.03% 545
2021
Q3 		$331K Hold
2,955
– – 0.03% 529
2021
Q2 		$335K Sell
2,955
-2
-0.1% -$214 0.03% 534
2021
Q1 		$302K Buy
2,957
+1,061
+56% +$111K 0.03% 495
2020
Q4 		$195K Buy
1,896
+166
+10% +$15.8K 0.02% 557
2020
Q3 		$150K Sell
1,730
-18
-1% -$1.52K 0.02% 517
2020
Q2 		$138K Sell
1,748
-364
-17% -$26.4K 0.02% 516
2020
Q1 		$128K Sell
2,112
-628
-23% -$45.8K 0.03% 433
2019
Q4 		$209K Buy
+2,740
New +$201K 0.03% 447
2018
Q3 		– Sell
-3,832
Closed -$243K – 1296
2018
Q2 		$243K Buy
+3,832
New +$241K 0.03% 472

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

Centaurus Financial's IWP Position: Q1 2026 in Review

Centaurus Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.1% in Q1 2026, buying an estimated $5.28K and bringing the position to 3,548 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #549.

Centaurus Financial first reported a position in IWP in Q2 2018 and has held it in 27 quarters since. The position peaked at $481K in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Centaurus Financial held 3,548 shares of iShares Russell Mid-Cap Growth ETF worth $455K as of Q1 2026.
  • Centaurus Financial bought 39 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.28K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #549 holding.
  • Centaurus Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and has held it in 27 quarters since.
  • Centaurus Financial's iShares Russell Mid-Cap Growth ETF position peaked at $481K in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.