Financial Freedom LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Freedom LLC’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	$1.5M	Buy	11,719 +3	+0%	+$406	0.75%	36
2025 Q4	$1.6M	Sell	11,716 -819	-7%	-$114K	0.8%	31
2025 Q3	$1.79M	Buy	12,535 +4	+0%	+$565	0.89%	30
2025 Q2	$1.74M	Buy	12,531 +10	+0.1%	+$1.26K	0.94%	27
2025 Q1	$1.47M	Buy	12,521 +7	+0.1%	+$900	0.84%	29
2024 Q4	$1.59M	Sell	12,514 -58	-0.5%	-$7.37K	0.84%	30
2024 Q3	$1.47M	Sell	12,572 -33	-0.3%	-$3.69K	0.78%	31
2024 Q2	$1.39M	Sell	12,605 -52	-0.4%	-$5.71K	0.79%	30
2024 Q1	$1.44M	Buy	12,657 +9	+0.1%	+$974	0.86%	29
2023 Q4	$1.32M	Sell	12,648 -271	-2%	-$25.7K	0.84%	28
2023 Q3	$1.18M	Sell	12,919 -23	-0.2%	-$2.2K	0.84%	26
2023 Q2	$1.25M	Buy	12,942 +8	+0.1%	+$729	0.88%	23
2023 Q1	$1.18M	Buy	12,934 +15	+0.1%	+$1.34K	0.86%	24
2022 Q4	$1.08M	Buy	+12,919	New	+$1.09M	0.73%	24

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

Financial Freedom LLC's IWP Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q1 2026, buying an estimated $406 and bringing the position to 11,719 shares worth $1.5M. The position accounts for 0.75% of the portfolio, ranked #36.

Financial Freedom LLC first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.79M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Financial Freedom LLC held 11,719 shares of iShares Russell Mid-Cap Growth ETF worth $1.5M as of Q1 2026.
Financial Freedom LLC bought 3 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $406.
iShares Russell Mid-Cap Growth ETF made up 0.75% of Financial Freedom LLC's portfolio in Q1 2026, its #36 holding.
Financial Freedom LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's iShares Russell Mid-Cap Growth ETF position peaked at $1.79M in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.