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

Icon Wealth 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	$559K	Sell	4,192 -3	-0.1%	-$406	0.04%	245
2025 Q4	$575K	Hold	4,195	–	–	0.04%	240
2025 Q3	$597K	Buy	4,195 +1	+0%	+$141	0.04%	239
2025 Q2	$582K	Buy	4,194 +1	+0%	+$127	0.04%	236
2025 Q1	$493K	Hold	4,193	–	–	0.04%	219
2024 Q4	$531K	Sell	4,193 -17	-0.4%	-$2.16K	0.04%	209
2024 Q3	$494K	Buy	4,210 +1	+0%	+$112	0.04%	209
2024 Q2	$467K	Hold	4,209	–	–	0.04%	217
2024 Q1	$480K	Buy	4,209 +1	+0%	+$108	0.04%	217
2023 Q4	$440K	Buy	+4,208	New	+$399K	0.05%	208
2022 Q4	$354K	Hold	4,234	–	–	0.04%	227
2022 Q3	$332K	Buy	+4,234	New	+$364K	0.04%	228

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

Icon Wealth Advisors's IWP Position: Q1 2026 in Review

Icon Wealth Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.07% in Q1 2026, selling an estimated $406 and leaving 4,192 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #245.

Icon Wealth Advisors first reported a position in IWP in Q3 2022 and has held it in 12 quarters since. The position peaked at $597K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Icon Wealth Advisors held 4,192 shares of iShares Russell Mid-Cap Growth ETF worth $559K as of Q1 2026.
Icon Wealth Advisors sold 3 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $406.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #245 holding.
Icon Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $597K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.