Kendall Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kendall Capital 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	$297K	Hold	2,318	–	–	0.06%	192
2025 Q4	$317K	Hold	2,318	–	–	0.07%	186
2025 Q3	$330K	Hold	2,318	–	–	0.07%	190
2025 Q2	$321K	Hold	2,318	–	–	0.09%	180
2025 Q1	$272K	Hold	2,318	–	–	0.08%	190
2024 Q4	$294K	Hold	2,318	–	–	0.09%	186
2024 Q3	$272K	Buy	2,318 +42	+2%	+$4.7K	0.08%	191
2024 Q2	$251K	Sell	2,276 -144	-6%	-$15.8K	0.08%	191
2024 Q1	$276K	Hold	2,420	–	–	0.1%	182
2023 Q4	$253K	Hold	2,420	–	–	0.1%	183
2023 Q3	$221K	Buy	2,420 +76	+3%	+$7.27K	0.1%	183
2023 Q2	$227K	Hold	2,344	–	–	0.1%	183
2023 Q1	$213K	Buy	+2,344	New	+$209K	0.1%	176
2022 Q2	–	Sell	-2,344	Closed	-$236K	–	171
2022 Q1	$236K	Buy	2,344 +144	+7%	+$14.3K	0.11%	157
2021 Q4	$253K	Sell	2,200 -132	-6%	-$15.4K	0.12%	151
2021 Q3	$261K	Hold	2,332	–	–	0.14%	139
2021 Q2	$264K	Hold	2,332	–	–	0.15%	136
2021 Q1	$238K	Hold	2,332	–	–	0.15%	129
2020 Q4	$239K	Hold	2,332	–	–	0.17%	118
2020 Q3	$202K	Buy	+2,332	New	+$197K	0.18%	120
2018 Q3	–	Sell	-7,630	Closed	-$483K	–	112
2018 Q2	$483K	Sell	7,630 -1,478	-16%	-$93K	0.43%	70
2018 Q1	$560K	Buy	9,108 +1,392	+18%	+$86.9K	0.49%	65
2017 Q4	$465K	Buy	+7,716	New	+$454K	0.41%	73

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

Kendall Capital Management's IWP Position: Q1 2026 in Review

Kendall Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,318 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #192.

Kendall Capital Management first reported a position in IWP in Q4 2017 and has held it in 23 quarters since. The position peaked at $560K in Q1 2018. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Kendall Capital Management held 2,318 shares of iShares Russell Mid-Cap Growth ETF worth $297K as of Q1 2026.
Kendall Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Kendall Capital Management's portfolio in Q1 2026, its #192 holding.
Kendall Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 23 quarters since.
Kendall Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $560K in Q1 2018.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.