Level Four Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.05M Buy
39,438
+2,104
+6% +$285K 0.17% 172
2025
Q4
$5.11M Buy
37,334
+7,641
+26% +$1.07M 0.17% 163
2025
Q3
$4.23M Buy
29,693
+25,869
+676% +$3.66M 0.14% 191
2025
Q2
$530K Buy
3,824
+108
+3% +$13.7K 0.02% 504
2025
Q1
$437K Buy
3,716
+190
+5% +$24.4K 0.02% 531
2024
Q4
$447K Sell
3,526
-645
-15% -$82K 0.02% 524
2024
Q3
$498K Sell
4,171
-1
-0% -$112 0.02% 509
2024
Q2
$460K Sell
4,172
-1,198
-22% -$132K 0.02% 504
2024
Q1
$561K Hold
5,370
0.03% 438
2023
Q4
$561K Buy
5,370
+1,147
+27% +$109K 0.03% 434
2023
Q3
$386K Sell
4,223
-315
-7% -$30.1K 0.02% 515
2023
Q2
$438K Buy
4,538
+2,280
+101% +$208K 0.03% 517
2023
Q1
$206K Sell
2,258
-1,908
-46% -$170K 0.01% 695
2022
Q4
$348K Buy
+4,166
New +$351K 0.03% 490
2021
Q3
Sell
-2,688
Closed -$304K 565
2021
Q2
$304K Sell
2,688
-296
-10% -$31.6K 0.02% 523
2021
Q1
$305K Sell
2,984
-1
-0% -$105 0.02% 505
2020
Q4
$306K Buy
2,985
+641
+27% +$61K 0.02% 463
2020
Q3
$203K Buy
+2,344
New +$198K 0.02% 515
2020
Q1
Sell
-2,676
Closed -$205K 528
2019
Q4
$205K Buy
+2,676
New +$196K 0.01% 541
2019
Q3
Sell
-3,632
Closed -$259K 525
2019
Q2
$259K Sell
3,632
-666
-15% -$46.3K 0.03% 451
2019
Q1
$292K Sell
4,298
-706
-14% -$45.3K 0.03% 418
2018
Q4
$284K Sell
5,004
-258
-5% -$15.7K 0.04% 412
2018
Q3
$357K Sell
5,262
-499,610
-99% -$33.2M 0.04% 421
2018
Q2
$32M Sell
504,872
-254
-0.1% -$16K 2.33% 4
2018
Q1
$31.1M Sell
505,126
-32,074
-6% -$2M 2.41% 4
2017
Q4
$32.4M Buy
537,200
+404
+0.1% +$23.7K 2.52% 3
2017
Q3
$30.4M Buy
536,796
+529,996
+7,794% +$29.1M 2.69% 3
2017
Q2
$347K Sell
6,800
-525,016
-99% -$27.9M 0.05% 333
2017
Q1
$27.6M Buy
531,816
+296
+0.1% +$15.1K 2.81% 4
2016
Q4
$25.9M Buy
+531,520
New +$25.6M 3.3% 4

Other funds holding IWP

Level Four Advisory Services's IWP Position: Q1 2026 in Review

Level Four Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.6% in Q1 2026, buying an estimated $285K and bringing the position to 39,438 shares worth $5.05M. The position accounts for 0.17% of the portfolio, ranked #172.

Level Four Advisory Services first reported a position in IWP in Q4 2016 and has held it in 30 quarters since. The position peaked at $32.4M in Q4 2017. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Level Four Advisory Services held 39,438 shares of iShares Russell Mid-Cap Growth ETF worth $5.05M as of Q1 2026.
  • Level Four Advisory Services bought 2,104 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $285K.
  • iShares Russell Mid-Cap Growth ETF made up 0.17% of Level Four Advisory Services's portfolio in Q1 2026, its #172 holding.
  • Level Four Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 30 quarters since.
  • Level Four Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $32.4M in Q4 2017.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.