Easterly Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Easterly Investment 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	$341K	Hold	2,660	–	–	0.03%	154
2025 Q4	$364K	Hold	2,660	–	–	0.02%	192
2025 Q3	$379K	Hold	2,660	–	–	0.03%	183
2025 Q2	$369K	Hold	2,660	–	–	0.03%	178
2025 Q1	$313K	Sell	2,660 -3,778	-59%	-$486K	0.03%	174
2024 Q4	$816K	Hold	6,438	–	–	0.06%	158
2024 Q3	$755K	Hold	6,438	–	–	0.06%	166
2024 Q2	$710K	Sell	6,438 -457	-7%	-$50.2K	0.06%	160
2024 Q1	$787K	Sell	6,895 -1	-0%	-$108	0.06%	166
2023 Q4	$720K	Hold	6,896	–	–	0.08%	147
2023 Q3	$630K	Hold	6,896	–	–	0.07%	145
2023 Q2	$666K	Hold	6,896	–	–	0.06%	158
2023 Q1	$628K	Hold	6,896	–	–	0.06%	153
2022 Q4	$577K	Buy	6,896 +1	+0%	+$84	0.05%	151
2022 Q3	$541K	Hold	6,895	–	–	0.05%	151
2022 Q2	$546K	Hold	6,895	–	–	0.05%	151
2022 Q1	$693K	Hold	6,895	–	–	0.05%	150
2021 Q4	$794K	Buy	+6,895	New	+$804K	0.06%	147

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

Easterly Investment Partners's IWP Position: Q1 2026 in Review

Easterly Investment Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,660 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #154.

Easterly Investment Partners first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $816K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Easterly Investment Partners held 2,660 shares of iShares Russell Mid-Cap Growth ETF worth $341K as of Q1 2026.
Easterly Investment Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Easterly Investment Partners's portfolio in Q1 2026, its #154 holding.
Easterly Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Easterly Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $816K in Q4 2024.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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