John Overdeck’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

John Overdeck’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	-54,700	Closed	-$7.49M	–	4752
2025 Q4	$7.49M	Buy	+54,700	New	+$7.64M	0.01%	1339
2018 Q4	–	Sell	-23,220	Closed	-$1.57M	–	3248
2018 Q3	$1.57M	Buy	23,220 +12,946	+126%	+$861K	﹤0.01%	1653
2018 Q2	$651K	Sell	10,274 -69,790	-87%	-$4.39M	﹤0.01%	2459
2018 Q1	$4.92M	Buy	+80,064	New	+$5M	0.02%	957
2015 Q4	–	Sell	-7,600	Closed	-$337K	–	2810
2015 Q3	$337K	Buy	7,600 +1,800	+31%	+$85.4K	﹤0.01%	1735
2015 Q2	$281K	Buy	5,800 +1,400	+32%	+$69.1K	﹤0.01%	2461
2015 Q1	$215K	Buy	+4,400	New	+$210K	﹤0.01%	2455
2014 Q2	–	Sell	-51,470	Closed	-$2.21M	–	2248
2014 Q1	$2.21M	Buy	+51,470	New	+$2.19M	0.01%	905

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 22.96% 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

John Overdeck's IWP Position: Q1 2026 in Review

John Overdeck sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 54,700 shares — an estimated $7.49M sold.

John Overdeck first reported a position in IWP in Q1 2014 and held it in 8 quarters. The position peaked at $7.49M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

John Overdeck reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
John Overdeck sold 54,700 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $7.49M.
John Overdeck first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and held it in 8 quarters.
John Overdeck's iShares Russell Mid-Cap Growth ETF position peaked at $7.49M in Q4 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.