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

IHT 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 		$3.38M Sell
26,390
-39,869
-60% -$5.39M 0.08% 248
2025
Q4 		$9.07M Buy
66,259
+33,125
+100% +$4.63M 0.22% 94
2025
Q3 		$4.72M Buy
33,134
+9,267
+39% +$1.31M 0.12% 167
2025
Q2 		$3.31M Buy
23,867
+11,168
+88% +$1.41M 0.09% 214
2025
Q1 		$1.49M Buy
12,699
+299
+2% +$38.4K 0.05% 352
2024
Q4 		$1.57M Sell
12,400
-563
-4% -$71.6K 0.05% 324
2024
Q3 		$1.52M Sell
12,963
-25,169
-66% -$2.81M 0.04% 385
2024
Q2 		$4.21M Buy
38,132
+12,782
+50% +$1.4M 0.16% 132
2024
Q1 		$2.89M Buy
25,350
+12,019
+90% +$1.3M 0.12% 180
2023
Q4 		$1.39M Buy
13,331
+2,580
+24% +$245K 0.06% 304
2023
Q3 		$982K Buy
10,751
+194
+2% +$18.5K 0.05% 351
2023
Q2 		$1.02M Buy
10,557
+319
+3% +$29.1K 0.05% 339
2023
Q1 		$932K Buy
10,238
+739
+8% +$66K 0.05% 329
2022
Q4 		$794K Buy
9,499
+47
+0.5% +$3.96K 0.05% 353
2022
Q3 		$741K Buy
9,452
+2,819
+42% +$243K 0.06% 353
2022
Q2 		$525K Buy
6,633
+430
+7% +$37.4K 0.05% 378
2022
Q1 		$623K Buy
6,203
+103
+2% +$10.3K 0.05% 357
2021
Q4 		$703K Sell
6,100
-233
-4% -$27.2K 0.05% 341
2021
Q3 		$710K Buy
6,333
+2,058
+48% +$237K 0.06% 322
2021
Q2 		$484K Sell
4,275
-166
-4% -$17.7K 0.03% 541
2021
Q1 		$453K Buy
4,441
+151
+4% +$15.8K 0.03% 489
2020
Q4 		$440K Sell
4,290
-174
-4% -$16.6K 0.04% 448
2020
Q3 		$386K Sell
4,464
-1,152
-21% -$97.2K 0.04% 407
2020
Q2 		$444K Buy
5,616
+44
+0.8% +$3.19K 0.06% 310
2020
Q1 		$339K Sell
5,572
-128
-2% -$9.33K 0.05% 354
2019
Q4 		$435K Sell
5,700
-802
-12% -$58.8K 0.05% 353
2019
Q3 		$460K Sell
6,502
-246
-4% -$17.7K 0.06% 331
2019
Q2 		$481K Sell
6,748
-958
-12% -$66.6K 0.07% 292
2019
Q1 		$523K Sell
7,706
-1,332
-15% -$85.5K 0.09% 259
2018
Q4 		$514K Buy
9,038
+806
+10% +$49K 0.1% 241
2018
Q3 		$558K Buy
8,232
+6
+0.1% +$399 0.12% 213
2018
Q2 		$521K Sell
8,226
-1,824
-18% -$115K 0.13% 201
2018
Q1 		$602K Sell
10,050
-416
-4% -$26K 0.16% 160
2017
Q4 		$653K Buy
10,466
+7,362
+237% +$433K 0.17% 146
2017
Q3 		$178K Sell
3,104
-60,968
-95% -$3.34M 0.08% 266
2017
Q2 		$1.68K Sell
64,072
-18,866
-23% -$1M 0.81% 15
2017
Q1 		$4.74M Buy
82,938
+80,438
+3,218% +$4.11M 3.16% 2
2016
Q4 		$123K Buy
+2,500
New +$120K 0.09% 240

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

IHT Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 60% in Q1 2026, selling an estimated $5.39M and leaving 26,390 shares worth $3.38M. The position accounts for 0.08% of the portfolio, ranked #248.

IHT Wealth Management first reported a position in IWP in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.07M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • IHT Wealth Management held 26,390 shares of iShares Russell Mid-Cap Growth ETF worth $3.38M as of Q1 2026.
  • IHT Wealth Management sold 39,869 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.39M.
  • iShares Russell Mid-Cap Growth ETF made up 0.08% of IHT Wealth Management's portfolio in Q1 2026, its #248 holding.
  • IHT Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $9.07M in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.