Holistic Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Holistic Planning’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	$589K	Sell	4,595 -441	-9%	-$59.7K	0.12%	161
2025 Q4	$690K	Buy	5,036 +2,377	+89%	+$332K	0.15%	130
2025 Q3	$379K	Sell	2,659 -213	-7%	-$30.1K	0.1%	156
2025 Q2	$398K	Sell	2,872 -54	-2%	-$6.83K	0.11%	144
2025 Q1	$344K	Sell	2,926 -36	-1%	-$4.63K	0.12%	128
2024 Q4	$375K	Sell	2,962 -15	-0.5%	-$1.91K	0.14%	111
2024 Q3	$349K	Buy	2,977 +489	+20%	+$54.7K	0.15%	101
2024 Q2	$284K	Hold	2,488	–	–	0.22%	89
2024 Q1	$284K	Sell	2,488 -226	-8%	-$24.4K	0.22%	89
2023 Q4	$284K	Buy	+2,714	New	+$257K	0.24%	88

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

Holistic Planning's IWP Position: Q1 2026 in Review

Holistic Planning reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.8% in Q1 2026, selling an estimated $59.7K and leaving 4,595 shares worth $589K. The position accounts for 0.12% of the portfolio, ranked #161.

Holistic Planning first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $690K in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Holistic Planning held 4,595 shares of iShares Russell Mid-Cap Growth ETF worth $589K as of Q1 2026.
Holistic Planning sold 441 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $59.7K.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Holistic Planning's portfolio in Q1 2026, its #161 holding.
Holistic Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's iShares Russell Mid-Cap Growth ETF position peaked at $690K in Q4 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.