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

Evelyn Partners 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	$28.7K	Hold	224	–	–	0.01%	210
2025 Q4	$30.7K	Hold	224	–	–	0.01%	180
2025 Q3	$31.9K	Hold	224	–	–	0.01%	175
2025 Q2	$31.1K	Hold	224	–	–	0.01%	157
2025 Q1	$26.3K	Hold	224	–	–	0.01%	166
2024 Q4	$28.4K	Buy	+224	New	+$28.5K	0.01%	165

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

Evelyn Partners Asset Management's IWP Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 224 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #210.

Evelyn Partners Asset Management first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.9K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Evelyn Partners Asset Management held 224 shares of iShares Russell Mid-Cap Growth ETF worth $28.7K as of Q1 2026.
Evelyn Partners 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 Evelyn Partners Asset Management's portfolio in Q1 2026, its #210 holding.
Evelyn Partners Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $31.9K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.