Diversified Portfolios Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Diversified Portfolios Inc’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	$275K	Hold	2,148	–	–	0.02%	157
2025 Q4	$294K	Sell	2,148 -59	-3%	-$8.24K	0.02%	149
2025 Q3	$314K	Hold	2,207	–	–	0.03%	140
2025 Q2	$306K	Hold	2,207	–	–	0.03%	139
2025 Q1	$259K	Hold	2,207	–	–	0.03%	132
2024 Q4	$280K	Buy	+2,207	New	+$281K	0.03%	131

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

Diversified Portfolios Inc's IWP Position: Q1 2026 in Review

Diversified Portfolios Inc held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,148 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #157.

Diversified Portfolios Inc first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $314K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Diversified Portfolios Inc held 2,148 shares of iShares Russell Mid-Cap Growth ETF worth $275K as of Q1 2026.
Diversified Portfolios Inc left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #157 holding.
Diversified Portfolios Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Diversified Portfolios Inc's iShares Russell Mid-Cap Growth ETF position peaked at $314K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.