Marino Stram & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Marino Stram & Associates’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	$202K	Buy	+1,573	New	+$213K	0.04%	182
2021 Q3	–	Sell	-6,411	Closed	-$726K	–	219
2021 Q2	$726K	Buy	+6,411	New	+$685K	0.19%	97

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

Marino Stram & Associates's IWP Position: Q1 2026 in Review

Marino Stram & Associates opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026: 1,573 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings. This is a return to the name: Marino Stram & Associates previously reported a position in IWP as recently as Q2 2021.

Marino Stram & Associates first reported a position in IWP in Q2 2021 and has held it in 2 quarters since. The position peaked at $726K in Q2 2021. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Marino Stram & Associates held 1,573 shares of iShares Russell Mid-Cap Growth ETF worth $202K as of Q1 2026.
iShares Russell Mid-Cap Growth ETF was a new Marino Stram & Associates position in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Marino Stram & Associates's portfolio in Q1 2026, its #182 holding.
Marino Stram & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 2 quarters since.
Marino Stram & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $726K in Q2 2021.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.