Clean Yield Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clean Yield Group’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	-231	Closed	-$31.6K	–	404
2025 Q4	$31.6K	Hold	231	–	–	0.01%	263
2025 Q3	$32.9K	Buy	+231	New	+$32.6K	0.01%	264
2023 Q1	–	Sell	-147	Closed	-$12.3K	–	446
2022 Q4	$12.3K	Buy	+147	New	+$12.4K	0.01%	326
2020 Q4	–	Sell	-528	Closed	-$46K	–	428
2020 Q3	$46K	Buy	+528	New	+$44.6K	0.02%	227
2017 Q2	–	Sell	-230	Closed	-$12K	–	194
2017 Q1	$12K	Buy	+230	New	+$11.7K	0.01%	266
2016 Q4	–	Sell	-230	Closed	-$11K	–	197
2016 Q3	$11K	Hold	230	–	–	﹤0.01%	282
2016 Q2	$11K	Hold	230	–	–	﹤0.01%	253
2016 Q1	$11K	Buy	+230	New	+$9.93K	﹤0.01%	250
2015 Q2	–	Sell	-230	Closed	-$11K	–	198
2015 Q1	$11K	Buy	+230	New	+$11K	﹤0.01%	287

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

Clean Yield Group's IWP Position: Q1 2026 in Review

Clean Yield Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 231 shares — an estimated $31.6K sold.

Clean Yield Group first reported a position in IWP in Q1 2015 and held it in 9 quarters. The position peaked at $46K in Q3 2020. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Clean Yield Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 231 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $31.6K.
Clean Yield Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and held it in 9 quarters.
Clean Yield Group's iShares Russell Mid-Cap Growth ETF position peaked at $46K in Q3 2020.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.