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

Certuity’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	$203K	Sell	1,584 -3,204	-67%	-$434K	0.01%	598
2025 Q4	$656K	Sell	4,788 -140	-3%	-$19.6K	0.04%	217
2025 Q3	$702K	Buy	4,928 +3,161	+179%	+$447K	0.05%	199
2025 Q2	$245K	Buy	+1,767	New	+$224K	0.02%	346
2023 Q2	–	Sell	-2,315	Closed	-$211K	–	272
2023 Q1	$211K	Sell	2,315 -2,251	-49%	-$201K	0.03%	199
2022 Q4	$382K	Hold	4,566	–	–	0.06%	129
2022 Q3	$358K	Hold	4,566	–	–	0.08%	113
2022 Q2	$362K	Buy	4,566 +12	+0.3%	+$1.04K	0.09%	123
2022 Q1	$458K	Hold	4,554	–	–	0.1%	146
2021 Q4	$525K	Hold	4,554	–	–	0.11%	128
2021 Q3	$510K	Sell	4,554 -14	-0.3%	-$1.61K	0.1%	155
2021 Q2	$517K	Buy	4,568 +98	+2%	+$10.5K	0.12%	132
2021 Q1	$456K	Hold	4,470	–	–	0.12%	121
2020 Q4	$459K	Hold	4,470	–	–	0.15%	106
2020 Q3	$386K	Hold	4,470	–	–	0.15%	101
2020 Q2	$353K	Buy	+4,470	New	+$324K	0.16%	92

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

Certuity's IWP Position: Q1 2026 in Review

Certuity reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 67% in Q1 2026, selling an estimated $434K and leaving 1,584 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #598.

Certuity first reported a position in IWP in Q2 2020 and has held it in 16 quarters since. The position peaked at $702K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Certuity held 1,584 shares of iShares Russell Mid-Cap Growth ETF worth $203K as of Q1 2026.
Certuity sold 3,204 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $434K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Certuity's portfolio in Q1 2026, its #598 holding.
Certuity first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 16 quarters since.
Certuity's iShares Russell Mid-Cap Growth ETF position peaked at $702K in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.