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Intrepid Financial Planning Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Intrepid Financial Planning Group’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 		$2.95M Sell
23,026
-819
-3% -$111K 1.19% 21
2025
Q4 		$3.27M Buy
23,845
+35
+0.1% +$4.89K 1.24% 21
2025
Q3 		$3.39M Buy
23,810
+400
+2% +$56.5K 1.29% 21
2025
Q2 		$3.25M Sell
23,410
-120
-0.5% -$15.2K 1.36% 19
2025
Q1 		$2.76M Sell
23,530
-474
-2% -$60.9K 1.28% 19
2024
Q4 		$3.04M Sell
24,004
-1,638
-6% -$208K 1.29% 20
2024
Q3 		$3.01M Sell
25,642
-75
-0.3% -$8.39K 1.29% 18
2024
Q2 		$2.84M Hold
25,717
– – 1.22% 21
2024
Q1 		$2.94M Buy
25,717
+134
+0.5% +$14.5K 1.27% 20
2023
Q4 		$2.67M Sell
25,583
-331
-1% -$31.4K 1.28% 20
2023
Q3 		$2.37M Sell
25,914
-1,388
-5% -$133K 1.23% 21
2023
Q2 		$2.64M Sell
27,302
-42
-0.2% -$3.83K 1.27% 20
2023
Q1 		$2.49M Sell
27,344
-855
-3% -$76.3K 1.26% 21
2022
Q4 		$2.36M Sell
28,199
-1,109
-4% -$93.3K 1.28% 21
2022
Q3 		$2.3M Sell
29,308
-370
-1% -$31.8K 1.31% 23
2022
Q2 		$2.35M Buy
+29,678
New +$2.58M 1.29% 23

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

Intrepid Financial Planning Group's IWP Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.4% in Q1 2026, selling an estimated $111K and leaving 23,026 shares worth $2.95M. The position accounts for 1.19% of the portfolio, ranked #21.

Intrepid Financial Planning Group first reported a position in IWP in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.39M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Intrepid Financial Planning Group held 23,026 shares of iShares Russell Mid-Cap Growth ETF worth $2.95M as of Q1 2026.
  • Intrepid Financial Planning Group sold 819 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $111K.
  • iShares Russell Mid-Cap Growth ETF made up 1.19% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #21 holding.
  • Intrepid Financial Planning Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's iShares Russell Mid-Cap Growth ETF position peaked at $3.39M in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.