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

Kirtland Hills 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	$226K	Hold	1,658	–	–	0.07%	150
2025 Q4	$227K	Hold	1,658	–	–	0.08%	150
2025 Q3	$236K	Hold	1,658	–	–	0.09%	146
2025 Q2	$230K	Buy	+1,658	New	+$210K	0.11%	144
2025 Q1	–	Sell	-1,658	Closed	-$210K	–	143
2024 Q4	$210K	Buy	+1,658	New	+$211K	0.13%	126

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 $424B AUM 22.94% 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

Kirtland Hills Capital Management's IWP Position: Q1 2026 in Review

Kirtland Hills Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 1,658 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #150.

Kirtland Hills Capital Management first reported a position in IWP in Q4 2024 and has held it in 5 quarters since. The position peaked at $236K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Kirtland Hills Capital Management held 1,658 shares of iShares Russell Mid-Cap Growth ETF worth $226K as of Q1 2026.
Kirtland Hills Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #150 holding.
Kirtland Hills Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Kirtland Hills Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $236K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.