Duncan Williams Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Duncan Williams Asset 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	$1.18M	Sell	9,232 -126	-1%	-$17.1K	0.33%	42
2025 Q4	$1.25M	Sell	9,358 -28	-0.3%	-$3.91K	0.31%	45
2025 Q3	$1.34M	Sell	9,386 -207	-2%	-$29.3K	0.38%	38
2025 Q2	$1.33M	Hold	9,593	–	–	0.42%	41
2025 Q1	$1.13M	Sell	9,593 -4	-0%	-$514	0.41%	42
2024 Q4	$1.22M	Buy	9,597 +478	+5%	+$60.8K	0.48%	39
2024 Q3	$1.07M	Buy	+9,119	New	+$1.02M	0.59%	31

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

Duncan Williams Asset Management's IWP Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.3% in Q1 2026, selling an estimated $17.1K and leaving 9,232 shares worth $1.18M. The position accounts for 0.33% of the portfolio, ranked #42.

Duncan Williams Asset Management first reported a position in IWP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Duncan Williams Asset Management held 9,232 shares of iShares Russell Mid-Cap Growth ETF worth $1.18M as of Q1 2026.
Duncan Williams Asset Management sold 126 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $17.1K.
iShares Russell Mid-Cap Growth ETF made up 0.33% of Duncan Williams Asset Management's portfolio in Q1 2026, its #42 holding.
Duncan Williams Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Duncan Williams Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.34M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.