Edgemoor Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Edgemoor Investment Advisors’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	-1,510	Closed	-$207K	–	175
2025 Q4	$207K	Sell	1,510 -909	-38%	-$127K	0.02%	170
2025 Q3	$344K	Buy	2,419 +909	+60%	+$128K	0.03%	147
2025 Q2	$209K	Buy	+1,510	New	+$191K	0.02%	168
2025 Q1	–	Sell	-1,660	Closed	-$210K	–	168
2024 Q4	$210K	Buy	+1,660	New	+$211K	0.02%	162

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

Edgemoor Investment Advisors's IWP Position: Q1 2026 in Review

Edgemoor Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,510 shares — an estimated $207K sold.

Edgemoor Investment Advisors first reported a position in IWP in Q4 2024 and held it in 4 quarters. The position peaked at $344K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Edgemoor Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Edgemoor Investment Advisors sold 1,510 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $207K.
Edgemoor Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 4 quarters.
Edgemoor Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $344K in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.