ERTS Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

ERTS Wealth 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	$917K	Sell	7,160 -1,670	-19%	-$226K	0.29%	19
2025 Q4	$1.21M	Sell	8,830 -258	-3%	-$36.1K	0.38%	19
2025 Q3	$1.29M	Sell	9,088 -158	-2%	-$22.3K	0.42%	19
2025 Q2	$1.28M	Buy	9,246 +48	+0.5%	+$6.07K	0.44%	18
2025 Q1	$1.08M	Sell	9,198 -1,558	-14%	-$200K	0.21%	28
2024 Q4	$1.36M	Sell	10,756 -293	-3%	-$37.2K	0.26%	28
2024 Q3	$1.3M	Sell	11,049 -27	-0.2%	-$3.02K	0.24%	28
2024 Q2	$1.22M	Buy	11,076 +23	+0.2%	+$2.53K	0.25%	28
2024 Q1	$1.26M	Sell	11,053 -941	-8%	-$102K	0.26%	26
2023 Q4	$1.25M	Sell	11,994 -812	-6%	-$77K	0.27%	23
2023 Q3	$1.17M	Buy	12,806 +113	+0.9%	+$10.8K	0.28%	23
2023 Q2	$1.23M	Sell	12,693 -44	-0.3%	-$4.01K	0.29%	24
2023 Q1	$1.16M	Sell	12,737 -1,271	-9%	-$113K	0.28%	25
2022 Q4	$1.17M	Sell	14,008 -728	-5%	-$61.3K	0.3%	34
2022 Q3	$1.16M	Buy	14,736 +311	+2%	+$26.8K	0.32%	28
2022 Q2	$1.14M	Buy	14,425 +792	+6%	+$69K	0.32%	29
2022 Q1	$1.37M	Buy	13,633 +721	+6%	+$71.8K	0.38%	24
2021 Q4	$1.48M	Sell	12,912 -97	-0.7%	-$11.3K	0.35%	25
2021 Q3	$1.46M	Sell	13,009 -46	-0.4%	-$5.29K	0.38%	23
2021 Q2	$1.48M	Sell	13,055 -2,625	-17%	-$280K	0.4%	22
2021 Q1	$1.6M	Sell	15,680 -502	-3%	-$52.5K	0.47%	24
2020 Q4	$1.66M	Buy	16,182 +1,816	+13%	+$173K	0.54%	22
2020 Q3	$1.24M	Sell	14,366 -1,684	-10%	-$142K	0.47%	24
2020 Q2	$1.27M	Sell	16,050 -2,960	-16%	-$215K	0.51%	24
2020 Q1	$1.16M	Buy	+19,010	New	+$1.39M	0.56%	25
2019 Q1	–	Sell	-1,630	Closed	-$93K	–	202
2018 Q4	$93K	Buy	+1,630	New	+$99.2K	0.07%	126

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

ERTS Wealth Advisors's IWP Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 19% in Q1 2026, selling an estimated $226K and leaving 7,160 shares worth $917K. The position accounts for 0.29% of the portfolio, ranked #19.

ERTS Wealth Advisors first reported a position in IWP in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.66M in Q4 2020. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

ERTS Wealth Advisors held 7,160 shares of iShares Russell Mid-Cap Growth ETF worth $917K as of Q1 2026.
ERTS Wealth Advisors sold 1,670 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $226K.
iShares Russell Mid-Cap Growth ETF made up 0.29% of ERTS Wealth Advisors's portfolio in Q1 2026, its #19 holding.
ERTS Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 26 quarters since.
ERTS Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.66M in Q4 2020.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.