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Jim Saulnier & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Jim Saulnier & Associates’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 		$254K Sell
1,982
-65
-3% -$8.8K 0.12% 120
2025
Q4 		$280K Sell
2,047
-1,256
-38% -$176K 0.15% 116
2025
Q3 		$470K Buy
+3,303
New +$467K 0.26% 80

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

Jim Saulnier & Associates's IWP Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.2% in Q1 2026, selling an estimated $8.8K and leaving 1,982 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #120.

Jim Saulnier & Associates first reported a position in IWP in Q3 2025 and has held it in 3 quarters since. The position peaked at $470K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Jim Saulnier & Associates held 1,982 shares of iShares Russell Mid-Cap Growth ETF worth $254K as of Q1 2026.
  • Jim Saulnier & Associates sold 65 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $8.8K.
  • iShares Russell Mid-Cap Growth ETF made up 0.12% of Jim Saulnier & Associates's portfolio in Q1 2026, its #120 holding.
  • Jim Saulnier & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Jim Saulnier & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $470K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.