Focus Partners Wealth
IWP icon

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

Focus Partners Wealth’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 		$84.3M Buy
657,827
+5,668
+0.9% +$767K 0.09% 205
2025
Q4 		$89.3M Buy
652,159
+80,331
+14% +$11.2M 0.1% 192
2025
Q3 		$81.4M Buy
571,828
+140,490
+33% +$19.9M 0.13% 147
2025
Q2 		$59.8M Sell
431,338
-8,195
-2% -$1.04M 0.13% 164
2025
Q1 		$51.6M Buy
439,533
+3,294
+0.8% +$423K 0.13% 161
2024
Q4 		$55.3M Buy
436,239
+379,704
+672% +$48.3M 0.14% 145
2024
Q3 		$6.63M Sell
56,535
-682,575
-92% -$76.3M 0.02% 493
2024
Q2 		$82.8M Buy
739,110
+356,926
+93% +$39.2M 0.28% 86
2024
Q1 		$43.6M Buy
382,184
+360,368
+1,652% +$39M 0.35% 66
2023
Q4 		$2.28M Buy
+21,816
New +$2.07M 0.03% 333

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return