Intrua Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Intrua Financial’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	–	Sell	-2,751	Closed	-$377K	–	475
2025 Q4	$377K	Buy	+2,751	New	+$384K	0.04%	314
2022 Q2	–	Sell	-2,943	Closed	-$296K	–	374
2022 Q1	$296K	Sell	2,943 -253	-8%	-$25.2K	0.05%	304
2021 Q4	$368K	Sell	3,196 -754	-19%	-$87.9K	0.06%	268
2021 Q3	$465K	Buy	3,950 +1,554	+65%	+$179K	0.09%	223
2021 Q2	$274K	Buy	2,396 +248	+12%	+$26.5K	0.07%	241
2021 Q1	$237K	Buy	+2,148	New	+$225K	0.06%	257

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Intrua Financial's IWP Position: Q1 2026 in Review

Intrua Financial sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 2,751 shares — an estimated $377K sold.

Intrua Financial first reported a position in IWP in Q1 2021 and held it in 6 quarters. The position peaked at $465K in Q3 2021. 1,181 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Intrua Financial reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Intrua Financial sold 2,751 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $377K.
Intrua Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and held it in 6 quarters.
Intrua Financial's iShares Russell Mid-Cap Growth ETF position peaked at $465K in Q3 2021.
1,181 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.