Forvis Mazars Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13M | Sell |
101,302
-5,101
| -5% | -$690K | 0.25% | 49 |
|
|
2025
Q4 | $14.6M | Sell |
106,403
-10,970
| -9% | -$1.53M | 0.28% | 45 |
|
|
2025
Q3 | $16.7M | Sell |
117,373
-3,819
| -3% | -$540K | 0.33% | 42 |
|
|
2025
Q2 | $16.8M | Sell |
121,192
-1,460
| -1% | -$185K | 0.36% | 41 |
|
|
2025
Q1 | $14.4M | Sell |
122,652
-1,200
| -1% | -$154K | 0.35% | 45 |
|
|
2024
Q4 | $15.7M | Sell |
123,852
-16,822
| -12% | -$2.14M | 0.36% | 43 |
|
|
2024
Q3 | $16.5M | Sell |
140,674
-16,098
| -10% | -$1.8M | 0.38% | 44 |
|
|
2024
Q2 | $17.3M | Sell |
156,772
-28,251
| -15% | -$3.1M | 0.43% | 41 |
|
|
2024
Q1 | $21.1M | Sell |
185,023
-17,812
| -9% | -$1.93M | 0.54% | 35 |
|
|
2023
Q4 | $21.2M | Sell |
202,835
-12,828
| -6% | -$1.22M | 0.59% | 32 |
|
|
2023
Q3 | $19.7M | Sell |
215,663
-13,651
| -6% | -$1.31M | 0.59% | 32 |
|
|
2023
Q2 | $22.2M | Sell |
229,314
-13,370
| -6% | -$1.22M | 0.65% | 29 |
|
|
2023
Q1 | $22.1M | Sell |
242,684
-7,028
| -3% | -$627K | 0.72% | 26 |
|
|
2022
Q4 | $20.9M | Sell |
249,712
-1,919
| -0.8% | -$162K | 0.73% | 27 |
|
|
2022
Q3 | $19.7M | Sell |
251,631
-3,668
| -1% | -$316K | 0.8% | 21 |
|
|
2022
Q2 | $20.2M | Sell |
255,299
-10,586
| -4% | -$922K | 0.82% | 20 |
|
|
2022
Q1 | $26.7M | Sell |
265,885
-9,243
| -3% | -$921K | 1.13% | 14 |
|
|
2021
Q4 | $31.7M | Sell |
275,128
-501
| -0.2% | -$58.4K | 1.33% | 10 |
|
|
2021
Q3 | $30.9M | Buy |
275,629
+266
| +0.1% | +$30.6K | 1.42% | 8 |
|
|
2021
Q2 | $31.2M | Sell |
275,363
-8,294
| -3% | -$886K | 1.45% | 8 |
|
|
2021
Q1 | $28.9M | Buy |
283,657
+6,647
| +2% | +$695K | 1.44% | 8 |
|
|
2020
Q4 | $28.4M | Buy |
277,010
+8,062
| +3% | +$767K | 1.42% | 9 |
|
|
2020
Q3 | $23.2M | Buy |
268,948
+45,020
| +20% | +$3.8M | 1.35% | 12 |
|
|
2020
Q2 | $17.7M | Buy |
223,928
+3,820
| +2% | +$277K | 1.15% | 14 |
|
|
2020
Q1 | $13.4M | Buy |
220,108
+14,320
| +7% | +$1.04M | 1.1% | 13 |
|
|
2019
Q4 | $15.7M | Buy |
205,788
+2,556
| +1% | +$187K | 1.13% | 11 |
|
|
2019
Q3 | $14.4M | Sell |
203,232
-9,186
| -4% | -$660K | 1.15% | 12 |
|
|
2019
Q2 | $15.1M | Sell |
212,418
-3,130
| -1% | -$218K | 1.23% | 11 |
|
|
2019
Q1 | $14.6M | Buy |
215,548
+21,772
| +11% | +$1.4M | 1.21% | 11 |
|
|
2018
Q4 | $11M | Sell |
193,776
-139,604
| -42% | -$8.49M | 1.13% | 12 |
|
|
2018
Q3 | $22.6M | Sell |
333,380
-24,028
| -7% | -$1.6M | 1.98% | 8 |
|
|
2018
Q2 | $22.6M | Buy |
357,408
+2,932
| +0.8% | +$185K | 2.2% | 6 |
|
|
2018
Q1 | $21.8M | Buy |
354,476
+198,546
| +127% | +$12.4M | 2.18% | 7 |
|
|
2017
Q4 | $9.41M | Buy |
155,930
+16,486
| +12% | +$969K | 0.94% | 12 |
|
|
2017
Q3 | $7.89M | Buy |
139,444
+25,748
| +23% | +$1.41M | 0.87% | 14 |
|
|
2017
Q2 | $6.14M | Buy |
113,696
+8,090
| +8% | +$430K | 0.7% | 19 |
|
|
2017
Q1 | $5.48M | Buy |
105,606
+79,692
| +308% | +$4.07M | 0.67% | 17 |
|
|
2016
Q4 | $1.26M | Buy |
+25,914
| New | +$1.25M | 0.17% | 73 |
|
Other funds holding IWP
FCAS
Forvis Mazars Wealth Advisors's IWP Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.8% in Q1 2026, selling an estimated $690K and leaving 101,302 shares worth $13M. The position accounts for 0.25% of the portfolio, ranked #49.
Forvis Mazars Wealth Advisors first reported a position in IWP in Q4 2016 and has held it in 38 quarters since. The position peaked at $31.7M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Forvis Mazars Wealth Advisors held 101,302 shares of iShares Russell Mid-Cap Growth ETF worth $13M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 5,101 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $690K.
- iShares Russell Mid-Cap Growth ETF made up 0.25% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #49 holding.
- Forvis Mazars Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Forvis Mazars Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $31.7M in Q4 2021.
- 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.