Madison Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Madison Wealth Partners’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	$377K	Buy	2,940 +186	+7%	+$25.2K	0.06%	141
2025 Q4	$377K	Sell	2,754 -44	-2%	-$6.15K	0.07%	132
2025 Q3	$398K	Hold	2,798	–	–	0.08%	102
2025 Q2	$388K	Sell	2,798 -13	-0.5%	-$1.65K	0.08%	103
2025 Q1	$330K	Sell	2,811 -80	-3%	-$10.3K	0.08%	106
2024 Q4	$366K	Hold	2,891	–	–	0.1%	97
2024 Q3	$339K	Hold	2,891	–	–	0.1%	103
2024 Q2	$319K	Buy	2,891 +23	+0.8%	+$2.53K	0.11%	90
2024 Q1	$327K	Hold	2,868	–	–	0.12%	87
2023 Q4	$300K	Buy	2,868 +678	+31%	+$64.3K	0.12%	93
2023 Q3	$200K	Hold	2,190	–	–	0.1%	95
2023 Q2	$212K	Buy	+2,190	New	+$200K	0.1%	90
2022 Q2	–	Sell	-2,189	Closed	-$220K	–	84
2022 Q1	$220K	Hold	2,189	–	–	0.12%	72
2021 Q4	$252K	Buy	2,189 +180	+9%	+$21K	0.13%	63
2021 Q3	$225K	Buy	2,009 +116	+6%	+$13.3K	0.13%	64
2021 Q2	$214K	Buy	+1,893	New	+$202K	0.12%	67

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

Madison Wealth Partners's IWP Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.8% in Q1 2026, buying an estimated $25.2K and bringing the position to 2,940 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #141.

Madison Wealth Partners first reported a position in IWP in Q2 2021 and has held it in 16 quarters since. The position peaked at $398K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Madison Wealth Partners held 2,940 shares of iShares Russell Mid-Cap Growth ETF worth $377K as of Q1 2026.
Madison Wealth Partners bought 186 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $25.2K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Madison Wealth Partners's portfolio in Q1 2026, its #141 holding.
Madison Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 16 quarters since.
Madison Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $398K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.