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

CX Institutional’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	-278	Closed	-$38K	–	1612
2025 Q4	$38K	Sell	278 -33	-11%	-$4.61K	﹤0.01%	1015
2025 Q3	$44K	Hold	311	–	–	﹤0.01%	961
2025 Q2	$43K	Hold	311	–	–	﹤0.01%	880
2025 Q1	$37K	Buy	+311	New	+$40K	﹤0.01%	878
2023 Q1	–	Sell	-10,907	Closed	-$912K	–	531
2022 Q4	$912K	Buy	10,907 +3,038	+39%	+$256K	0.06%	289
2022 Q3	$617K	Buy	7,869 +1,216	+18%	+$105K	0.04%	315
2022 Q2	$527K	Buy	+6,653	New	+$579K	0.04%	328
2021 Q4	–	Sell	-82	Closed	-$9K	–	635
2021 Q3	$9K	Hold	82	–	–	﹤0.01%	842
2021 Q2	$9K	Hold	82	–	–	﹤0.01%	841
2021 Q1	$8K	Buy	+82	New	+$8.57K	﹤0.01%	785
2020 Q3	–	Sell	-34	Closed	-$3K	–	896
2020 Q2	$3K	Buy	+34	New	+$2.47K	﹤0.01%	717

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CX Institutional's IWP Position: Q1 2026 in Review

CX Institutional sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 278 shares — an estimated $38K sold.

CX Institutional first reported a position in IWP in Q2 2020 and held it in 11 quarters. The position peaked at $912K in Q4 2022. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

CX Institutional reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 278 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $38K.
CX Institutional first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and held it in 11 quarters.
CX Institutional's iShares Russell Mid-Cap Growth ETF position peaked at $912K in Q4 2022.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.