JRPIM
IWP icon

Journey Retirement Planning & Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Journey Retirement Planning & Investment Management’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
-1,503
Closed -$206K – 187
2025
Q4 		$206K Buy
+1,503
New +$210K 0.04% 244

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 $424B AUM 22.96% 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 $16.8B AUM 23.38% 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

Journey Retirement Planning & Investment Management's IWP Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,503 shares — an estimated $206K sold.

Journey Retirement Planning & Investment Management first reported a position in IWP in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,503 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $206K.
  • Journey Retirement Planning & Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $206K in Q4 2025.
  • 1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.