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Greykasell Wealth Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Greykasell Wealth Strategies’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 		$49.3K Hold
385
– – 0.02% 245
2025
Q4 		$52.7K Hold
385
– – 0.02% 233
2025
Q3 		$54.8K Buy
+385
New +$54.4K 0.02% 200

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 $424B AUM 22.96% 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 $16.8B AUM 23.38% 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

Greykasell Wealth Strategies's IWP Position: Q1 2026 in Review

Greykasell Wealth Strategies held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 385 shares worth $49.3K. The position accounts for 0.02% of the portfolio, ranked #245.

Greykasell Wealth Strategies first reported a position in IWP in Q3 2025 and has held it in 3 quarters since. The position peaked at $54.8K in Q3 2025. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Greykasell Wealth Strategies held 385 shares of iShares Russell Mid-Cap Growth ETF worth $49.3K as of Q1 2026.
  • Greykasell Wealth Strategies left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #245 holding.
  • Greykasell Wealth Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's iShares Russell Mid-Cap Growth ETF position peaked at $54.8K in Q3 2025.
  • 1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.