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Heritage Family Offices’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Heritage Family Offices’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
-2,398
Closed -$328K – 222
2025
Q4 		$328K Buy
+2,398
New +$335K 0.15% 129

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

Heritage Family Offices's IWP Position: Q1 2026 in Review

Heritage Family Offices sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 2,398 shares — an estimated $328K sold.

Heritage Family Offices first reported a position in IWP in Q4 2025 and held it in 1 quarter. The position peaked at $328K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Heritage Family Offices reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,398 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $328K.
  • Heritage Family Offices first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Family Offices's iShares Russell Mid-Cap Growth ETF position peaked at $328K in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.