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Foundations Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Foundations Investment Advisors’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 		$1.3M Buy
10,179
+163
+2% +$22.1K 0.02% 456
2025
Q4 		$1.37M Buy
10,016
+2,738
+38% +$383K 0.02% 426
2025
Q3 		$1.04M Buy
7,278
+4,095
+129% +$579K 0.02% 455
2025
Q2 		$441K Sell
3,183
-5,529
-63% -$699K 0.01% 624
2025
Q1 		$1.02M Sell
8,712
-3,069
-26% -$395K 0.02% 401
2024
Q4 		$1.49M Sell
11,781
-1,069
-8% -$136K 0.03% 337
2024
Q3 		$1.51M Buy
12,850
+7,966
+163% +$891K 0.03% 308
2024
Q2 		$539K Sell
4,884
-10,640
-69% -$1.17M 0.01% 477
2024
Q1 		$1.77M Sell
15,524
-786
-5% -$85K 0.05% 245
2023
Q4 		$1.72M Sell
16,310
-6,612
-29% -$627K 0.05% 244
2023
Q3 		$2.09M Buy
22,922
+17,323
+309% +$1.66M 0.06% 213
2023
Q2 		$541K Sell
5,599
-2,090
-27% -$190K 0.02% 348
2023
Q1 		$700K Sell
7,689
-67,231
-90% -$6M 0.03% 276
2022
Q4 		$6.26M Buy
74,920
+10,964
+17% +$923K 0.25% 61
2022
Q3 		$5.02M Buy
63,956
+5,528
+9% +$476K 0.22% 56
2022
Q2 		$4.75M Buy
58,428
+4,322
+8% +$376K 0.2% 58
2022
Q1 		$5.22M Buy
54,106
+6,263
+13% +$624K 0.2% 45
2021
Q4 		$5.15M Buy
47,843
+1,773
+4% +$207K 0.19% 43
2021
Q3 		$5.15M Buy
46,070
+267
+0.6% +$30.7K 0.22% 39
2021
Q2 		$5.22M Buy
45,803
+768
+2% +$82K 0.25% 42
2021
Q1 		$4.7M Sell
45,035
-4,428
-9% -$463K 0.27% 37
2020
Q4 		$5.24M Sell
49,463
-6,549
-12% -$623K 0.34% 25
2020
Q3 		$4.86M Sell
56,012
-12,958
-19% -$1.09M 1.07% 15
2020
Q2 		$5.54M Sell
68,970
-8,084
-10% -$586K 0.49% 20
2020
Q1 		$4.47M Buy
77,054
+7,576
+11% +$552K 0.52% 12
2019
Q4 		$5.36M Buy
69,478
+4,124
+6% +$302K 0.66% 18
2019
Q3 		$4.55M Buy
65,354
+18,250
+39% +$1.31M 0.6% 21
2019
Q2 		$3.42M Buy
+47,104
New +$3.28M 0.51% 22

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 $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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Foundations Investment Advisors's IWP Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q1 2026, buying an estimated $22.1K and bringing the position to 10,179 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #456.

Foundations Investment Advisors first reported a position in IWP in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.26M in Q4 2022. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Foundations Investment Advisors held 10,179 shares of iShares Russell Mid-Cap Growth ETF worth $1.3M as of Q1 2026.
  • Foundations Investment Advisors bought 163 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $22.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #456 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • Foundations Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $6.26M in Q4 2022.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.