Horizons Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Horizons Wealth Management’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	$54.6K	Hold	426	–	–	0.04%	97
2025 Q4	$58.3K	Hold	426	–	–	0.04%	96
2025 Q3	$60.7K	Hold	426	–	–	0.04%	97
2025 Q2	$59.1K	Hold	426	–	–	0.04%	94
2025 Q1	$50.1K	Hold	426	–	–	0.04%	97
2024 Q4	$54K	Hold	426	–	–	0.04%	92
2024 Q3	$50K	Hold	426	–	–	0.04%	97
2024 Q2	$47.4K	Hold	426	–	–	0.04%	100
2024 Q1	$44.5K	Hold	426	–	–	0.03%	100
2023 Q4	$44.5K	Hold	426	–	–	0.03%	100
2023 Q3	$38.9K	Hold	426	–	–	0.03%	102
2023 Q2	$41.2K	Hold	426	–	–	0.03%	104
2023 Q1	$38.8K	Hold	426	–	–	0.03%	95
2022 Q4	$36K	Hold	426	–	–	0.03%	103
2022 Q3	$33K	Hold	426	–	–	0.03%	95
2022 Q2	$40K	Buy	+426	New	+$37.1K	0.03%	93

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

Horizons Wealth Management's IWP Position: Q1 2026 in Review

Horizons Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 426 shares worth $54.6K. The position accounts for 0.04% of the portfolio, ranked #97.

Horizons Wealth Management first reported a position in IWP in Q2 2022 and has held it in 16 quarters since. The position peaked at $60.7K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Horizons Wealth Management held 426 shares of iShares Russell Mid-Cap Growth ETF worth $54.6K as of Q1 2026.
Horizons Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Horizons Wealth Management's portfolio in Q1 2026, its #97 holding.
Horizons Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $60.7K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.