Kestra Private Wealth Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kestra Private Wealth Services’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	$20.1M	Buy	157,268 +9,429	+6%	+$1.28M	0.25%	88
2025 Q4	$20.2M	Buy	147,839 +8,334	+6%	+$1.16M	0.25%	86
2025 Q3	$19.9M	Buy	139,505 +3,974	+3%	+$562K	0.26%	78
2025 Q2	$18.8M	Buy	135,531 +3,181	+2%	+$402K	0.27%	76
2025 Q1	$15.5M	Buy	132,350 +768	+0.6%	+$98.7K	0.26%	82
2024 Q4	$16.7M	Buy	131,582 +1,831	+1%	+$233K	0.28%	74
2024 Q3	$15.2M	Buy	129,751 +1,630	+1%	+$182K	0.28%	74
2024 Q2	$14.1M	Sell	128,121 -146	-0.1%	-$16K	0.28%	75
2024 Q1	$14.6M	Buy	128,267 +2,664	+2%	+$288K	0.33%	70
2023 Q4	$13.1M	Buy	125,603 +6,949	+6%	+$659K	0.33%	73
2023 Q3	$10.8M	Buy	118,654 +5,740	+5%	+$549K	0.34%	70
2023 Q2	$10.9M	Buy	112,914 +5,982	+6%	+$545K	0.37%	60
2023 Q1	$9.74M	Buy	106,932 +23,942	+29%	+$2.14M	0.39%	64
2022 Q4	$6.94M	Buy	82,990 +5,447	+7%	+$458K	0.35%	75
2022 Q3	$6.08M	Buy	77,543 +1,987	+3%	+$171K	0.35%	70
2022 Q2	$5.99M	Buy	75,556 +7,637	+11%	+$665K	0.34%	67
2022 Q1	$6.83M	Buy	67,919 +8,963	+15%	+$893K	0.34%	68
2021 Q4	$6.79M	Buy	58,956 +35,714	+154%	+$4.16M	0.33%	73
2021 Q3	$2.6M	Buy	23,242 +19,307	+491%	+$2.22M	0.15%	160
2021 Q2	$445K	Buy	3,935 +61	+2%	+$6.51K	0.03%	542
2021 Q1	$395K	Hold	3,874	–	–	0.03%	516
2020 Q4	$398K	Buy	3,874 +342	+10%	+$32.5K	0.03%	490
2020 Q3	$305K	Buy	+3,532	New	+$298K	0.03%	481

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

Kestra Private Wealth Services's IWP Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.4% in Q1 2026, buying an estimated $1.28M and bringing the position to 157,268 shares worth $20.1M. The position accounts for 0.25% of the portfolio, ranked #88.

Kestra Private Wealth Services first reported a position in IWP in Q3 2020 and has held it in 23 quarters since. The position peaked at $20.2M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Kestra Private Wealth Services held 157,268 shares of iShares Russell Mid-Cap Growth ETF worth $20.1M as of Q1 2026.
Kestra Private Wealth Services bought 9,429 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.28M.
iShares Russell Mid-Cap Growth ETF made up 0.25% of Kestra Private Wealth Services's portfolio in Q1 2026, its #88 holding.
Kestra Private Wealth Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Private Wealth Services's iShares Russell Mid-Cap Growth ETF position peaked at $20.2M in Q4 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.