Kingdom Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kingdom Financial Group’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	$3.82M	Buy	29,815 +7,508	+34%	+$1.02M	1.09%	14
2025 Q4	$3.05M	Buy	22,307 +13,704	+159%	+$1.92M	0.94%	14
2025 Q3	$1.23M	Sell	8,603 -4,922	-36%	-$696K	0.75%	25
2025 Q2	$1.88M	Sell	13,525 -12,625	-48%	-$1.6M	1.64%	10
2025 Q1	$3.07M	Sell	26,150 -3,098	-11%	-$398K	2.25%	14
2024 Q4	$3.71M	Sell	29,248 -1,504	-5%	-$191K	2.53%	13
2024 Q3	$3.61M	Buy	30,752 +528	+2%	+$59K	2.7%	12
2024 Q2	$3.34M	Sell	30,224 -1,026	-3%	-$113K	2.26%	13
2024 Q1	$3.57M	Buy	31,250 +10,302	+49%	+$1.11M	2.51%	13
2023 Q4	$2.19M	Buy	20,948 +9,387	+81%	+$890K	1.91%	15
2023 Q3	$1.06M	Sell	11,561 -4,038	-26%	-$386K	0.99%	22
2023 Q2	$1.51M	Buy	+15,599	New	+$1.42M	1.48%	17

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

Kingdom Financial Group's IWP Position: Q1 2026 in Review

Kingdom Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 34% in Q1 2026, buying an estimated $1.02M and bringing the position to 29,815 shares worth $3.82M. The position accounts for 1.09% of the portfolio, ranked #14.

Kingdom Financial Group first reported a position in IWP in Q2 2023 and has held it in 12 quarters since. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Kingdom Financial Group held 29,815 shares of iShares Russell Mid-Cap Growth ETF worth $3.82M as of Q1 2026.
Kingdom Financial Group bought 7,508 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.02M.
iShares Russell Mid-Cap Growth ETF made up 1.09% of Kingdom Financial Group's portfolio in Q1 2026, its #14 holding.
Kingdom Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.