Mascagni Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mascagni Wealth 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	$204K	Hold	1,594	–	–	0.15%	126
2025 Q4	$218K	Hold	1,594	–	–	0.16%	116
2025 Q3	$227K	Hold	1,594	–	–	0.18%	113
2025 Q2	$221K	Buy	+1,594	New	+$202K	0.19%	112

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

Mascagni Wealth Management's IWP Position: Q1 2026 in Review

Mascagni Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 1,594 shares worth $204K. The position accounts for 0.15% of the portfolio, ranked #126.

Mascagni Wealth Management first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Mascagni Wealth Management held 1,594 shares of iShares Russell Mid-Cap Growth ETF worth $204K as of Q1 2026.
Mascagni Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.15% of Mascagni Wealth Management's portfolio in Q1 2026, its #126 holding.
Mascagni Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
Mascagni Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $227K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.