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

FreeGulliver 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	$402K	Buy	3,135 +1	+0%	+$135	0.17%	59
2025 Q4	$429K	Sell	3,134 -16	-0.5%	-$2.24K	0.16%	55
2025 Q3	$449K	Buy	3,150 +3	+0.1%	+$424	0.2%	53
2025 Q2	$436K	Buy	3,147 +3	+0.1%	+$380	0.2%	51
2025 Q1	$369K	Sell	3,144 -305	-9%	-$39.2K	0.18%	58
2024 Q4	$437K	Buy	3,449 +2	+0.1%	+$254	0.21%	47
2024 Q3	$404K	Buy	3,447 +26	+0.8%	+$2.91K	0.24%	47
2024 Q2	$378K	Buy	3,421 +9	+0.3%	+$989	0.26%	41
2024 Q1	$390K	Buy	3,412 +3	+0.1%	+$325	0.35%	35
2023 Q4	$356K	Buy	+3,409	New	+$323K	0.47%	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

FreeGulliver LLC's IWP Position: Q1 2026 in Review

FreeGulliver LLC increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q1 2026, buying an estimated $135 and bringing the position to 3,135 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #59.

FreeGulliver LLC first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $449K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

FreeGulliver LLC held 3,135 shares of iShares Russell Mid-Cap Growth ETF worth $402K as of Q1 2026.
FreeGulliver LLC bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
iShares Russell Mid-Cap Growth ETF made up 0.17% of FreeGulliver LLC's portfolio in Q1 2026, its #59 holding.
FreeGulliver LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
FreeGulliver LLC's iShares Russell Mid-Cap Growth ETF position peaked at $449K in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on FreeGulliver LLC's 13F filing for Q1 2026, filed 15 May 2026.