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Freedom Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Freedom Investment Management’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 		– Sell
-1,559
Closed -$213K – 113
2025
Q4 		$213K Sell
1,559
-5
-0.3% -$699 0.06% 114
2025
Q3 		$223K Sell
1,564
-2,053
-57% -$290K 0.06% 133
2025
Q2 		$502K Buy
3,617
+94
+3% +$11.9K 0.04% 440
2025
Q1 		$414K Sell
3,523
-1,072
-23% -$138K 0.03% 479
2024
Q4 		$582K Sell
4,595
-75
-2% -$9.53K 0.05% 377
2024
Q3 		$548K Sell
4,670
-552
-11% -$61.7K 0.04% 411
2024
Q2 		$576K Sell
5,222
-472
-8% -$51.9K 0.05% 389
2024
Q1 		$650K Sell
5,694
-1,403
-20% -$152K 0.05% 365
2023
Q4 		$741K Buy
7,097
+117
+2% +$11.1K 0.06% 343
2023
Q3 		$638K Sell
6,980
-2,233
-24% -$213K 0.08% 313
2023
Q2 		$890K Buy
9,213
+1,000
+12% +$91.1K 0.1% 267
2023
Q1 		$748K Sell
8,213
-81
-1% -$7.23K 0.08% 301
2022
Q4 		$693K Sell
8,294
-268
-3% -$22.6K 0.08% 325
2022
Q3 		$672K Buy
8,562
+318
+4% +$27.4K 0.08% 334
2022
Q2 		$653K Sell
8,244
-1,675
-17% -$146K 0.07% 358
2022
Q1 		$997K Buy
9,919
+298
+3% +$29.7K 0.09% 292
2021
Q4 		$1.11M Buy
9,621
+74
+0.8% +$8.63K 0.08% 312
2021
Q3 		$1.07M Sell
9,547
-443
-4% -$51K 0.08% 308
2021
Q2 		$1.13M Sell
9,990
-857
-8% -$91.5K 0.08% 289
2021
Q1 		$1.11M Sell
10,847
-911
-8% -$95.3K 0.09% 272
2020
Q4 		$1.21M Buy
11,758
+716
+6% +$68.1K 0.13% 158
2020
Q3 		$954K Sell
11,042
-948
-8% -$80K 0.1% 183
2020
Q2 		$948K Sell
11,990
-2,966
-20% -$215K 0.1% 171
2020
Q1 		$1.18M Sell
14,956
-182
-1% -$13.3K 0.1% 182
2019
Q4 		$1.16M Sell
15,138
-550
-4% -$40.3K 0.1% 189
2019
Q3 		$1.11M Buy
15,688
+1,178
+8% +$84.7K 0.1% 197
2019
Q2 		$1.03M Sell
14,510
-294
-2% -$20.4K 0.09% 216
2019
Q1 		$1M Buy
14,804
+142
+1% +$9.12K 0.08% 235
2018
Q4 		$834K Sell
14,662
-1,690
-10% -$103K 0.06% 301
2018
Q3 		$1.12M Sell
16,352
-408
-2% -$27.1K 0.07% 293
2018
Q2 		$1.06M Sell
16,760
-2,026
-11% -$128K 0.06% 320
2018
Q1 		$1.16M Buy
18,786
+7,884
+72% +$492K 0.06% 332
2017
Q4 		$658K Sell
10,902
-1,416
-11% -$83.2K 0.03% 515
2017
Q3 		$697K Buy
12,318
+902
+8% +$49.5K 0.04% 468
2017
Q2 		$617K Sell
11,416
-1,424
-11% -$75.8K 0.04% 479
2017
Q1 		$666K Sell
12,840
-26
-0.2% -$1.33K 0.04% 435
2016
Q4 		$627K Sell
12,866
-332
-3% -$16K 0.04% 411
2016
Q3 		$643K Sell
13,198
-12,760
-49% -$619K 0.04% 381
2016
Q2 		$1.22M Buy
25,958
+1,012
+4% +$46.8K 0.08% 173
2016
Q1 		$1.15M Sell
24,946
-3,202
-11% -$138K 0.08% 178
2015
Q4 		$1.29M Buy
28,148
+9,056
+47% +$421K 0.1% 167
2015
Q3 		$860K Sell
19,092
-5,576
-23% -$264K 0.09% 192
2015
Q2 		$1.2M Buy
24,668
+7,654
+45% +$378K 0.12% 125
2015
Q1 		$833K Sell
17,014
-2,762
-14% -$132K 0.09% 175
2014
Q4 		$922K Buy
19,776
+7,310
+59% +$331K 0.12% 146
2014
Q3 		$551K Buy
12,466
+286
+2% +$12.8K 0.1% 212
2014
Q2 		$545K Sell
12,180
-1,100
-8% -$47.3K 0.09% 208
2014
Q1 		$570K Sell
13,280
-12,034
-48% -$512K 0.12% 161
2013
Q4 		$1.07M Buy
25,314
+4,180
+20% +$169K 0.27% 59
2013
Q3 		$826K Buy
21,134
+10,480
+98% +$400K 0.24% 69
2013
Q2 		$382K Buy
+10,654
New +$381K 0.13% 138

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Freedom Investment Management's IWP Position: Q1 2026 in Review

Freedom Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,559 shares — an estimated $213K sold.

Freedom Investment Management first reported a position in IWP in Q2 2013 and held it in 51 quarters. The position peaked at $1.29M in Q4 2015. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Freedom Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Freedom Investment Management sold 1,559 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $213K.
  • Freedom Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 51 quarters.
  • Freedom Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.29M in Q4 2015.
  • 1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.