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

Continuum Advisory’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	$389K	Hold	3,035	–	–	0.04%	320
2025 Q4	$416K	Sell	3,035 -2	-0.1%	-$280	0.04%	312
2025 Q3	$432K	Hold	3,037	–	–	0.05%	296
2025 Q2	$421K	Buy	3,037 +2	+0.1%	+$253	0.05%	284
2025 Q1	$357K	Hold	3,035	–	–	0.05%	291
2024 Q4	$385K	Hold	3,035	–	–	0.05%	282
2024 Q3	$392K	Hold	3,035	–	–	0.05%	282
2024 Q2	$335K	Hold	3,035	–	–	0.05%	279
2024 Q1	$334K	Buy	+3,035	New	+$328K	0.05%	285

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

Continuum Advisory's IWP Position: Q1 2026 in Review

Continuum Advisory held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 3,035 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #320.

Continuum Advisory first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $432K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Continuum Advisory held 3,035 shares of iShares Russell Mid-Cap Growth ETF worth $389K as of Q1 2026.
Continuum Advisory left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Continuum Advisory's portfolio in Q1 2026, its #320 holding.
Continuum Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Continuum Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $432K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.