IEQ Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

IEQ Capital’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	$1.77M	Buy	13,802 +167	+1%	+$22.6K	0.01%	816
2025 Q4	$1.87M	Sell	13,635 -336	-2%	-$47K	0.01%	818
2025 Q3	$1.99M	Buy	13,971 +336	+2%	+$47.5K	0.01%	766
2025 Q2	$1.89M	Sell	13,635 -2,439	-15%	-$309K	0.01%	653
2025 Q1	$1.89M	Buy	16,074 +9,952	+163%	+$1.28M	0.02%	597
2024 Q4	$776K	Buy	+6,122	New	+$778K	0.01%	730
2023 Q4	–	Sell	-2,311	Closed	-$211K	–	967
2023 Q3	$211K	Buy	+2,311	New	+$221K	﹤0.01%	824

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

IEQ Capital's IWP Position: Q1 2026 in Review

IEQ Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q1 2026, buying an estimated $22.6K and bringing the position to 13,802 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #816.

IEQ Capital first reported a position in IWP in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.99M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

IEQ Capital held 13,802 shares of iShares Russell Mid-Cap Growth ETF worth $1.77M as of Q1 2026.
IEQ Capital bought 167 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $22.6K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #816 holding.
IEQ Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 7 quarters since.
IEQ Capital's iShares Russell Mid-Cap Growth ETF position peaked at $1.99M in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.