Journey Strategic Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Journey Strategic Wealth’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	$317K	Sell	2,472 -149	-6%	-$20.2K	0.01%	514
2025 Q4	$359K	Sell	2,621 -7	-0.3%	-$978	0.01%	425
2025 Q3	$374K	Sell	2,628 -460	-15%	-$65K	0.01%	381
2025 Q2	$428K	Sell	3,088 -438	-12%	-$55.4K	0.01%	330
2025 Q1	$414K	Sell	3,526 -1,354	-28%	-$174K	0.01%	266
2024 Q4	$619K	Buy	4,880 +509	+12%	+$64.7K	0.02%	184
2024 Q3	$513K	Buy	4,371 +1,013	+30%	+$113K	0.02%	211
2024 Q2	$371K	Buy	3,358 +1,547	+85%	+$170K	0.02%	208
2024 Q1	$207K	Sell	1,811 -253	-12%	-$27.4K	0.01%	282
2023 Q4	$216K	Buy	+2,064	New	+$196K	0.01%	188
2023 Q3	–	Sell	-2,139	Closed	-$207K	–	214
2023 Q2	$207K	Sell	2,139 -61	-3%	-$5.56K	0.01%	168
2023 Q1	$200K	Sell	2,200 -1,429	-39%	-$128K	0.02%	227
2022 Q4	$303K	Sell	3,629 -550	-13%	-$46.3K	0.04%	139
2022 Q3	$327K	Buy	4,179 +378	+10%	+$32.5K	0.04%	96
2022 Q2	$301K	Buy	+3,801	New	+$331K	0.04%	80
2022 Q1	–	Sell	-38,560	Closed	-$4.44M	–	213
2021 Q4	$4.44M	Buy	+38,560	New	+$4.5M	0.46%	18

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

Journey Strategic Wealth's IWP Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q1 2026, selling an estimated $20.2K and leaving 2,472 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #514.

Journey Strategic Wealth first reported a position in IWP in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.44M in Q4 2021. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Journey Strategic Wealth held 2,472 shares of iShares Russell Mid-Cap Growth ETF worth $317K as of Q1 2026.
Journey Strategic Wealth sold 149 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $20.2K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #514 holding.
Journey Strategic Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Journey Strategic Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $4.44M in Q4 2021.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.