Investmark Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Investmark Advisory 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	$734K	Buy	5,725 +330	+6%	+$44.7K	0.31%	63
2025 Q4	$739K	Buy	5,395 +74	+1%	+$10.3K	0.31%	59
2025 Q3	$758K	Sell	5,321 -80	-1%	-$11.3K	0.33%	58
2025 Q2	$749K	Sell	5,401 -420	-7%	-$53.1K	0.35%	59
2025 Q1	$684K	Buy	5,821 +85	+1%	+$10.9K	0.34%	54
2024 Q4	$727K	Buy	5,736 +99	+2%	+$12.6K	0.36%	53
2024 Q3	$661K	Buy	5,637 +276	+5%	+$30.9K	0.32%	58
2024 Q2	$592K	Buy	5,361 +150	+3%	+$16.5K	0.32%	60
2024 Q1	$595K	Buy	5,211 +63	+1%	+$6.82K	0.33%	64
2023 Q4	$538K	Buy	5,148 +168	+3%	+$15.9K	0.32%	63
2023 Q3	$455K	Hold	4,980	–	–	0.31%	62
2023 Q2	$481K	Buy	4,980 +924	+23%	+$84.2K	0.32%	59
2023 Q1	$369K	Sell	4,056 -4,579	-53%	-$409K	0.27%	65
2022 Q4	$722K	Buy	+8,635	New	+$727K	0.54%	45
2022 Q2	–	Sell	-2,385	Closed	-$239K	–	94
2022 Q1	$239K	Buy	2,385 +541	+29%	+$53.9K	0.25%	77
2021 Q4	$212K	Buy	+1,844	New	+$215K	0.2%	89

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

Investmark Advisory Group's IWP Position: Q1 2026 in Review

Investmark Advisory Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.1% in Q1 2026, buying an estimated $44.7K and bringing the position to 5,725 shares worth $734K. The position accounts for 0.31% of the portfolio, ranked #63.

Investmark Advisory Group first reported a position in IWP in Q4 2021 and has held it in 16 quarters since. The position peaked at $758K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Investmark Advisory Group held 5,725 shares of iShares Russell Mid-Cap Growth ETF worth $734K as of Q1 2026.
Investmark Advisory Group bought 330 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $44.7K.
iShares Russell Mid-Cap Growth ETF made up 0.31% of Investmark Advisory Group's portfolio in Q1 2026, its #63 holding.
Investmark Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Investmark Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $758K in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.