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

Gen-Wealth Partners’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	$249K	Buy	1,940 +1	+0.1%	+$135	0.08%	229
2025 Q4	$266K	Sell	1,939 -474	-20%	-$66.2K	0.09%	233
2025 Q3	$344K	Buy	2,413 +2	+0.1%	+$283	0.12%	186
2025 Q2	$334K	Buy	2,411 +15	+0.6%	+$1.9K	0.13%	167
2025 Q1	$282K	Buy	2,396 +1	+0%	+$129	0.12%	172
2024 Q4	$304K	Buy	2,395 +1	+0%	+$127	0.13%	161
2024 Q3	$290K	Buy	2,394 +65	+3%	+$7.27K	0.13%	168
2024 Q2	$257K	Sell	2,329 -26	-1%	-$2.86K	0.12%	172
2024 Q1	$269K	Buy	+2,355	New	+$255K	0.13%	168

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

Gen-Wealth Partners's IWP Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.05% in Q1 2026, buying an estimated $135 and bringing the position to 1,940 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #229.

Gen-Wealth Partners first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $344K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Gen-Wealth Partners held 1,940 shares of iShares Russell Mid-Cap Growth ETF worth $249K as of Q1 2026.
Gen-Wealth Partners bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Gen-Wealth Partners's portfolio in Q1 2026, its #229 holding.
Gen-Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $344K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.