Midwest Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Midwest Capital 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	$764K	Sell	5,962 -31	-0.5%	-$4.2K	0.36%	29
2025 Q4	$821K	Buy	5,993 +42	+0.7%	+$5.87K	0.39%	29
2025 Q3	$848K	Sell	5,951 -27	-0.5%	-$3.81K	0.41%	26
2025 Q2	$829K	Sell	5,978 -895	-13%	-$113K	0.44%	28
2025 Q1	$807K	Sell	6,873 -521	-7%	-$67K	0.5%	27
2024 Q4	$937K	Buy	+7,394	New	+$940K	0.69%	24

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

Midwest Capital Advisors's IWP Position: Q1 2026 in Review

Midwest Capital Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.52% in Q1 2026, selling an estimated $4.2K and leaving 5,962 shares worth $764K. The position accounts for 0.36% of the portfolio, ranked #29.

Midwest Capital Advisors first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $937K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Midwest Capital Advisors held 5,962 shares of iShares Russell Mid-Cap Growth ETF worth $764K as of Q1 2026.
Midwest Capital Advisors sold 31 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $4.2K.
iShares Russell Mid-Cap Growth ETF made up 0.36% of Midwest Capital Advisors's portfolio in Q1 2026, its #29 holding.
Midwest Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $937K in Q4 2024.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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