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Cordatus Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cordatus Wealth Management’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
-13,485
Closed -$1.85M – 174
2025
Q4 		$1.85M Sell
13,485
-667
-5% -$93.2K 0.43% 62
2025
Q3 		$2.02M Sell
14,152
-613
-4% -$86.6K 0.48% 61
2025
Q2 		$2.05M Buy
14,765
+19
+0.1% +$2.4K 0.5% 59
2025
Q1 		$1.73M Sell
14,746
-110
-0.7% -$14.1K 0.48% 63
2024
Q4 		$1.88M Buy
14,856
+198
+1% +$25.2K 0.5% 65
2024
Q3 		$1.72M Sell
14,658
-50
-0.3% -$5.59K 0.62% 53
2024
Q2 		$1.62M Buy
+14,708
New +$1.62M 0.61% 52
2023
Q3 		– Sell
-14,325
Closed -$1.38M – 98
2023
Q2 		$1.38M Buy
+14,325
New +$1.31M 0.52% 62
2022
Q4 		– Sell
-14,599
Closed -$1.15M – 71
2022
Q3 		$1.15M Sell
14,599
-589
-4% -$50.7K 1.21% 29
2022
Q2 		$1.2M Sell
15,188
-80
-0.5% -$6.97K 0.56% 70
2022
Q1 		$1.53M Buy
15,268
+1,171
+8% +$117K 0.54% 76
2021
Q4 		$1.62M Buy
+14,097
New +$1.64M 0.48% 87
2021
Q1 		$1.45M Sell
14,194
-361
-2% -$37.7K 0.56% 74
2020
Q4 		$1.49M Sell
14,555
-721
-5% -$68.6K 0.63% 63
2020
Q3 		$1.32M Sell
15,276
-1,258
-8% -$106K 0.64% 63
2020
Q2 		$1.31M Buy
16,534
+8
+0% +$580 0.72% 55
2020
Q1 		$1M Sell
16,526
-462
-3% -$33.7K 0.72% 55
2019
Q4 		$1.3M Sell
16,988
-426
-2% -$31.2K 0.65% 55
2019
Q3 		$1.23M Buy
17,414
+442
+3% +$31.8K 0.64% 57
2019
Q2 		$1.21M Sell
16,972
-420
-2% -$29.2K 0.71% 49
2019
Q1 		$1.18M Sell
17,392
-1,240
-7% -$79.6K 0.65% 54
2018
Q4 		$1.06M Buy
+18,632
New +$1.13M 0.76% 41

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cordatus Wealth Management's IWP Position: Q1 2026 in Review

Cordatus Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 13,485 shares — an estimated $1.85M sold.

Cordatus Wealth Management first reported a position in IWP in Q4 2018 and held it in 22 quarters. The position peaked at $2.05M in Q2 2025. 1,181 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Cordatus Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 13,485 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.85M.
  • Cordatus Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 22 quarters.
  • Cordatus Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.05M in Q2 2025.
  • 1,181 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.