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Keel Point’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Keel Point’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 		$811K Sell
6,327
-2,537
-29% -$343K 0.05% 196
2025
Q4 		$1.21M Sell
8,864
-42
-0.5% -$5.87K 0.07% 164
2025
Q3 		$1.27M Sell
8,906
-28
-0.3% -$3.96K 0.08% 156
2025
Q2 		$1.24M Sell
8,934
-953
-10% -$121K 0.08% 155
2025
Q1 		$1.16M Buy
9,887
+143
+1% +$18.4K 0.09% 137
2024
Q4 		$1.24M Buy
9,744
+1,156
+13% +$147K 0.1% 129
2024
Q3 		$1.01M Sell
8,588
-612
-7% -$68.4K 0.08% 149
2024
Q2 		$1.01M Sell
9,200
-6,530
-42% -$717K 0.09% 145
2024
Q1 		$1.8M Buy
15,730
+1,057
+7% +$114K 0.19% 87
2023
Q4 		$1.53M Buy
14,673
+271
+2% +$25.7K 0.18% 89
2023
Q3 		$1.32M Sell
14,402
-115
-0.8% -$11K 0.18% 92
2023
Q2 		$1.4M Buy
14,517
+3,304
+29% +$301K 0.19% 87
2023
Q1 		$1.02M Buy
11,213
+3,203
+40% +$286K 0.15% 111
2022
Q4 		$670K Buy
8,010
+5,375
+204% +$452K 0.11% 136
2022
Q3 		$207K Sell
2,635
-150
-5% -$12.9K 0.04% 236
2022
Q2 		$258K Buy
2,785
+488
+21% +$42.5K 0.04% 216
2022
Q1 		$231K Sell
2,297
-732
-24% -$72.9K 0.03% 236
2021
Q4 		$349K Buy
3,029
+141
+5% +$16.4K 0.04% 193
2021
Q3 		$324K Buy
+2,888
New +$332K 0.04% 190
2021
Q2 		– Sell
-5,285
Closed -$539K – 297
2021
Q1 		$539K Sell
5,285
-3,759
-42% -$393K 0.05% 152
2020
Q4 		$928K Buy
9,044
+2,092
+30% +$199K 0.08% 118
2020
Q3 		$601K Buy
6,952
+170
+3% +$14.3K 0.05% 124
2020
Q2 		$536K Buy
+6,782
New +$492K 0.06% 120

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

Keel Point's IWP Position: Q1 2026 in Review

Keel Point reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 29% in Q1 2026, selling an estimated $343K and leaving 6,327 shares worth $811K. The position accounts for 0.05% of the portfolio, ranked #196.

Keel Point first reported a position in IWP in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q1 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Keel Point held 6,327 shares of iShares Russell Mid-Cap Growth ETF worth $811K as of Q1 2026.
  • Keel Point sold 2,537 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $343K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Keel Point's portfolio in Q1 2026, its #196 holding.
  • Keel Point first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • Keel Point's iShares Russell Mid-Cap Growth ETF position peaked at $1.8M in Q1 2024.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.