Daymark Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Daymark Wealth Partners’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	$248K	Buy	1,933 +54	+3%	+$7.31K	0.01%	643
2025 Q4	$257K	Hold	1,879	–	–	0.01%	526
2025 Q3	$268K	Hold	1,879	–	–	0.01%	512
2025 Q2	$261K	Sell	1,879 -228	-11%	-$28.8K	0.01%	475
2025 Q1	$248K	Sell	2,107 -127	-6%	-$16.3K	0.01%	449
2024 Q4	$283K	Sell	2,234 -374	-14%	-$47.5K	0.01%	416
2024 Q3	$306K	Sell	2,608 -346	-12%	-$38.7K	0.01%	420
2024 Q2	$326K	Buy	+2,954	New	+$325K	0.02%	387

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

Daymark Wealth Partners's IWP Position: Q1 2026 in Review

Daymark Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q1 2026, buying an estimated $7.31K and bringing the position to 1,933 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #643.

Daymark Wealth Partners first reported a position in IWP in Q2 2024 and has held it in 8 quarters since. The position peaked at $326K in Q2 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Daymark Wealth Partners held 1,933 shares of iShares Russell Mid-Cap Growth ETF worth $248K as of Q1 2026.
Daymark Wealth Partners bought 54 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $7.31K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #643 holding.
Daymark Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Daymark Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $326K in Q2 2024.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.