HFG Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HFG Advisors’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	$288K	Sell	2,245 -194	-8%	-$26.3K	0.2%	88
2025 Q4	$334K	Sell	2,439 -615	-20%	-$85.9K	0.24%	73
2025 Q3	$435K	Hold	3,054	–	–	0.32%	59
2025 Q2	$424K	Sell	3,054 -76	-2%	-$9.61K	0.34%	57
2025 Q1	$368K	Sell	3,130 -152	-5%	-$19.5K	0.31%	56
2024 Q4	$416K	Hold	3,282	–	–	0.36%	51
2024 Q3	$385K	Hold	3,282	–	–	0.34%	57
2024 Q2	$362K	Sell	3,282 -318	-9%	-$34.9K	0.34%	57
2024 Q1	$411K	Hold	3,600	–	–	0.36%	60
2023 Q4	$376K	Hold	3,600	–	–	0.36%	55
2023 Q3	$329K	Hold	3,600	–	–	0.36%	64
2023 Q2	$348K	Hold	3,600	–	–	0.37%	60
2023 Q1	$328K	Hold	3,600	–	–	0.37%	56
2022 Q4	$301K	Hold	3,600	–	–	0.35%	58
2022 Q3	$282K	Hold	3,600	–	–	0.39%	57
2022 Q2	$285K	Hold	3,600	–	–	0.38%	57
2022 Q1	$362K	Hold	3,600	–	–	0.41%	46
2021 Q4	$415K	Buy	+3,600	New	+$420K	0.47%	46

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

HFG Advisors's IWP Position: Q1 2026 in Review

HFG Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8% in Q1 2026, selling an estimated $26.3K and leaving 2,245 shares worth $288K. The position accounts for 0.2% of the portfolio, ranked #88.

HFG Advisors first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $435K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

HFG Advisors held 2,245 shares of iShares Russell Mid-Cap Growth ETF worth $288K as of Q1 2026.
HFG Advisors sold 194 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $26.3K.
iShares Russell Mid-Cap Growth ETF made up 0.2% of HFG Advisors's portfolio in Q1 2026, its #88 holding.
HFG Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
HFG Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $435K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.