FAS Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

FAS Wealth Partners’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	$1.41M	Sell	11,044 -100	-0.9%	-$13.5K	0.09%	150
2025 Q4	$1.53M	Buy	11,144 +199	+2%	+$27.8K	0.1%	138
2025 Q3	$1.56M	Buy	10,945 +630	+6%	+$89K	0.11%	137
2025 Q2	$1.43M	Sell	10,315 -117	-1%	-$14.8K	0.11%	134
2025 Q1	$1.23M	Sell	10,432 -303	-3%	-$39K	0.1%	135
2024 Q4	$1.36M	Sell	10,735 -165	-2%	-$21K	0.11%	129
2024 Q3	$1.28M	Buy	10,900 +96	+0.9%	+$10.7K	0.1%	135
2024 Q2	$1.19M	Sell	10,804 -84	-0.8%	-$9.23K	0.1%	135
2024 Q1	$1.24M	Buy	10,888 +90	+0.8%	+$9.74K	0.11%	131
2023 Q4	$1.13M	Buy	10,798 +134	+1%	+$12.7K	0.11%	135
2023 Q3	$974K	Sell	10,664 -135	-1%	-$12.9K	0.1%	138
2023 Q2	$1.04M	Buy	10,799 +216	+2%	+$19.7K	0.13%	124
2023 Q1	$964K	Sell	10,583 -384	-4%	-$34.3K	0.1%	147
2022 Q4	$917K	Buy	10,967 +1,046	+11%	+$88K	0.1%	154
2022 Q3	$778K	Sell	9,921 -48,546	-83%	-$4.18M	0.09%	150
2022 Q2	$4.63M	Buy	58,467 +48,622	+494%	+$4.23M	0.49%	42
2022 Q1	$989K	Buy	9,845 +1,638	+20%	+$163K	0.09%	134
2021 Q4	$946K	Buy	8,207 +25	+0.3%	+$2.92K	0.09%	136
2021 Q3	$917K	Buy	8,182 +700	+9%	+$80.5K	0.09%	132
2021 Q2	$847K	Buy	7,482 +5	+0.1%	+$534	0.08%	140
2021 Q1	$763K	Buy	7,477 +416	+6%	+$43.5K	0.08%	139
2020 Q4	$725K	Sell	7,061 -103	-1%	-$9.8K	0.08%	142
2020 Q3	$619K	Buy	7,164 +6	+0.1%	+$506	0.08%	145
2020 Q2	$566K	Sell	7,158 -168	-2%	-$12.2K	0.08%	142
2020 Q1	$445K	Sell	7,326 -6,892	-48%	-$502K	0.08%	141
2019 Q4	$1.08M	Sell	14,218 -650	-4%	-$47.7K	0.18%	86
2019 Q3	$1.05M	Buy	14,868 +12	+0.1%	+$862	0.19%	85
2019 Q2	$1.06M	Buy	14,856 +574	+4%	+$39.9K	0.2%	82
2019 Q1	$969K	Buy	14,282 +434	+3%	+$27.9K	0.19%	85
2018 Q4	$787K	Buy	+13,848	New	+$842K	0.18%	91

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

FAS Wealth Partners's IWP Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.9% in Q1 2026, selling an estimated $13.5K and leaving 11,044 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #150.

FAS Wealth Partners first reported a position in IWP in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.63M in Q2 2022. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

FAS Wealth Partners held 11,044 shares of iShares Russell Mid-Cap Growth ETF worth $1.41M as of Q1 2026.
FAS Wealth Partners sold 100 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $13.5K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of FAS Wealth Partners's portfolio in Q1 2026, its #150 holding.
FAS Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
FAS Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $4.63M in Q2 2022.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.