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

Evanson 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	$213K	Hold	1,662	–	–	0.01%	303
2025 Q4	$228K	Hold	1,662	–	–	0.01%	310
2025 Q3	$237K	Hold	1,662	–	–	0.01%	295
2025 Q2	$230K	Buy	+1,662	New	+$210K	0.01%	303
2025 Q1	–	Sell	-1,662	Closed	-$211K	–	317
2024 Q4	$211K	Buy	+1,662	New	+$211K	0.01%	287
2022 Q2	–	Sell	-2,278	Closed	-$229K	–	286
2022 Q1	$229K	Hold	2,278	–	–	0.02%	259
2021 Q4	$262K	Hold	2,278	–	–	0.02%	249
2021 Q3	$259K	Hold	2,278	–	–	0.03%	239
2021 Q2	$258K	Hold	2,278	–	–	0.03%	233
2021 Q1	$232K	Hold	2,278	–	–	0.03%	246
2020 Q4	$234K	Buy	+2,278	New	+$217K	0.04%	234

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evanson Asset Management's IWP Position: Q1 2026 in Review

Evanson Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 1,662 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #303.

Evanson Asset Management first reported a position in IWP in Q4 2020 and has held it in 11 quarters since. The position peaked at $262K in Q4 2021. 1,180 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Evanson Asset Management held 1,662 shares of iShares Russell Mid-Cap Growth ETF worth $213K as of Q1 2026.
Evanson Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #303 holding.
Evanson Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 11 quarters since.
Evanson Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $262K in Q4 2021.
1,180 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.