MidAtlantic Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MidAtlantic Capital 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	–	Sell	-912	Closed	-$125K	–	145
2025 Q4	$125K	Buy	+912	New	+$127K	0.08%	108
2025 Q1	–	Sell	-912	Closed	-$116K	–	146
2024 Q4	$116K	Hold	912	–	–	0.08%	103
2024 Q3	$107K	Hold	912	–	–	0.08%	102
2024 Q2	$101K	Hold	912	–	–	0.08%	98
2024 Q1	$104K	Hold	912	–	–	0.09%	99
2023 Q4	$95.3K	Buy	+912	New	+$86.5K	0.09%	96

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MidAtlantic Capital Management's IWP Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 912 shares — an estimated $125K sold.

MidAtlantic Capital Management first reported a position in IWP in Q4 2023 and held it in 6 quarters. The position peaked at $125K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

MidAtlantic Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 912 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $125K.
MidAtlantic Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $125K in Q4 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.