Medallion Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Medallion Wealth Advisors’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	$53.8K	Hold	420	–	–	0.02%	463
2025 Q4	$57.5K	Hold	420	–	–	0.02%	452
2025 Q3	$59.8K	Hold	420	–	–	0.02%	440
2025 Q2	$58.2K	Hold	420	–	–	0.02%	440
2025 Q1	$49.3K	Hold	420	–	–	0.02%	430
2024 Q4	$49.3K	Buy	+420	New	+$53.4K	0.02%	408

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

Medallion Wealth Advisors's IWP Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 420 shares worth $53.8K. The position accounts for 0.02% of the portfolio, ranked #463.

Medallion Wealth Advisors first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.8K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Medallion Wealth Advisors held 420 shares of iShares Russell Mid-Cap Growth ETF worth $53.8K as of Q1 2026.
Medallion Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #463 holding.
Medallion Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $59.8K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.