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

Eldridge 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	$1.32M	Sell	10,293 -255	-2%	-$34.5K	0.29%	58
2025 Q4	$1.44M	Hold	10,548	–	–	0.32%	59
2025 Q3	$1.5M	Buy	10,548 +500	+5%	+$70.7K	0.34%	56
2025 Q2	$1.39M	Hold	10,048	–	–	0.29%	65
2025 Q1	$1.18M	Sell	10,048 -40	-0.4%	-$5.14K	0.27%	68
2024 Q4	$1.28M	Hold	10,088	–	–	0.3%	66
2024 Q3	$1.18M	Hold	10,088	–	–	0.28%	71
2024 Q2	$1.11M	Buy	10,088 +135	+1%	+$14.8K	0.28%	73
2024 Q1	$1.14M	Hold	9,953	–	–	0.29%	74
2023 Q4	$1.04M	Buy	9,953 +130	+1%	+$12.3K	0.27%	77
2023 Q3	$897K	Hold	9,823	–	–	0.3%	67
2023 Q2	$949K	Hold	9,823	–	–	0.31%	60
2023 Q1	$894K	Hold	9,823	–	–	0.31%	62
2022 Q4	$821K	Buy	9,823 +60	+0.6%	+$5.05K	0.29%	61
2022 Q3	$766K	Buy	9,763 +170	+2%	+$14.6K	0.3%	57
2022 Q2	$760K	Sell	9,593 -260	-3%	-$22.6K	0.29%	60
2022 Q1	$990K	Buy	9,853 +475	+5%	+$47.3K	0.33%	51
2021 Q4	$1.08M	Sell	9,378 -300	-3%	-$35K	0.36%	48
2021 Q3	$1.08M	Hold	9,678	–	–	0.39%	42
2021 Q2	$1.1M	Hold	9,678	–	–	0.4%	43
2021 Q1	$988K	Hold	9,678	–	–	0.38%	44
2020 Q4	$993K	Hold	9,678	–	–	0.41%	37
2020 Q3	$837K	Hold	9,678	–	–	0.39%	36
2020 Q2	$765K	Hold	9,678	–	–	0.38%	38
2020 Q1	$588K	Sell	9,678 -150	-2%	-$10.9K	0.33%	42
2019 Q4	$750K	Sell	9,828 -150	-2%	-$11K	0.37%	47
2019 Q3	$705K	Hold	9,978	–	–	0.36%	41
2019 Q2	$711K	Hold	9,978	–	–	0.38%	40
2019 Q1	$677K	Hold	9,978	–	–	0.36%	42
2018 Q4	$567K	Buy	9,978 +800	+9%	+$48.7K	0.35%	43
2018 Q3	$622K	Hold	9,178	–	–	0.4%	34
2018 Q2	$581K	Hold	9,178	–	–	0.41%	33
2018 Q1	$564K	Buy	9,178 +400	+5%	+$25K	0.42%	32
2017 Q4	$533K	Buy	+8,778	New	+$516K	0.41%	32

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

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

Eldridge Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.4% in Q1 2026, selling an estimated $34.5K and leaving 10,293 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #58.

Eldridge Investment Advisors first reported a position in IWP in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.5M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Eldridge Investment Advisors held 10,293 shares of iShares Russell Mid-Cap Growth ETF worth $1.32M as of Q1 2026.
Eldridge Investment Advisors sold 255 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $34.5K.
iShares Russell Mid-Cap Growth ETF made up 0.29% of Eldridge Investment Advisors's portfolio in Q1 2026, its #58 holding.
Eldridge Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
Eldridge Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.5M in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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