Mission Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Buy |
11,408
+612
| +6% | +$82.8K | 0.03% | 261 |
|
|
2025
Q4 | $1.48M | Buy |
10,796
+782
| +8% | +$109K | 0.03% | 263 |
|
|
2025
Q3 | $1.43M | Hold |
10,014
| – | – | 0.03% | 265 |
|
|
2025
Q2 | $1.39M | Sell |
10,014
-78
| -0.8% | -$9.87K | 0.03% | 264 |
|
|
2025
Q1 | $1.19M | Buy |
10,092
+153
| +2% | +$19.7K | 0.03% | 266 |
|
|
2024
Q4 | $1.26M | Hold |
9,939
| – | – | 0.03% | 239 |
|
|
2024
Q3 | $1.17M | Buy |
9,939
+76
| +0.8% | +$8.5K | 0.03% | 256 |
|
|
2024
Q2 | $1.09M | Sell |
9,863
-325
| -3% | -$35.7K | 0.03% | 249 |
|
|
2024
Q1 | $1.16M | Buy |
10,188
+519
| +5% | +$56.1K | 0.03% | 262 |
|
|
2023
Q4 | $1.01M | Buy |
9,669
+41
| +0.4% | +$3.89K | 0.03% | 234 |
|
|
2023
Q3 | $880K | Sell |
9,628
-656
| -6% | -$62.7K | 0.03% | 240 |
|
|
2023
Q2 | $994K | Buy |
10,284
+90
| +0.9% | +$8.2K | 0.04% | 217 |
|
|
2023
Q1 | $928K | Buy |
10,194
+3
| +0% | +$268 | 0.04% | 226 |
|
|
2022
Q4 | $852K | Sell |
10,191
-5
| -0% | -$421 | 0.04% | 235 |
|
|
2022
Q3 | $800K | Buy |
10,196
+4
| +0% | +$344 | 0.04% | 218 |
|
|
2022
Q2 | $807K | Sell |
10,192
-532
| -5% | -$46.3K | 0.04% | 224 |
|
|
2022
Q1 | $1.08M | Buy |
10,724
+587
| +6% | +$58.5K | 0.05% | 192 |
|
|
2021
Q4 | $1.17M | Buy |
10,137
+104
| +1% | +$12.1K | 0.05% | 175 |
|
|
2021
Q3 | $1.12M | Buy |
10,033
+2
| +0% | +$230 | 0.06% | 164 |
|
|
2021
Q2 | $1.14M | Buy |
10,031
+21
| +0.2% | +$2.24K | 0.06% | 156 |
|
|
2021
Q1 | $1.02M | Buy |
10,010
+353
| +4% | +$36.9K | 0.06% | 150 |
|
|
2020
Q4 | $991K | Buy |
9,657
+259
| +3% | +$24.6K | 0.06% | 146 |
|
|
2020
Q3 | $812K | Buy |
9,398
+2
| +0% | +$169 | 0.06% | 148 |
|
|
2020
Q2 | $743K | Sell |
9,396
-160
| -2% | -$11.6K | 0.06% | 144 |
|
|
2020
Q1 | $581K | Sell |
9,556
-220
| -2% | -$16K | 0.06% | 139 |
|
|
2019
Q4 | $746K | Buy |
9,776
+2
| +0% | +$147 | 0.07% | 138 |
|
|
2019
Q3 | $691K | Buy |
9,774
+366
| +4% | +$26.3K | 0.07% | 135 |
|
|
2019
Q2 | $671K | Buy |
9,408
+1,818
| +24% | +$126K | 0.08% | 136 |
|
|
2019
Q1 | $515K | Hold |
7,590
| – | – | 0.06% | 163 |
|
|
2018
Q4 | $432K | Sell |
7,590
-2,748
| -27% | -$167K | 0.06% | 166 |
|
|
2018
Q3 | $701K | Hold |
10,338
| – | – | 0.09% | 120 |
|
|
2018
Q2 | $655K | Buy |
10,338
+3,948
| +62% | +$249K | 0.1% | 114 |
|
|
2018
Q1 | $393K | Hold |
6,390
| – | – | 0.06% | 139 |
|
|
2017
Q4 | $385K | Buy |
6,390
+390
| +7% | +$22.9K | 0.07% | 127 |
|
|
2017
Q3 | $340K | Hold |
6,000
| – | – | 0.06% | 130 |
|
|
2017
Q2 | $324K | Hold |
6,000
| – | – | 0.06% | 124 |
|
|
2017
Q1 | $311K | Hold |
6,000
| – | – | 0.06% | 127 |
|
|
2016
Q4 | $292K | Buy |
+6,000
| New | +$289K | 0.06% | 131 |
|
Other funds holding IWP
FCAS
Mission Wealth Management's IWP Position: Q1 2026 in Review
Mission Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q1 2026, buying an estimated $82.8K and bringing the position to 11,408 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #261.
Mission Wealth Management first reported a position in IWP in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.48M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Mission Wealth Management held 11,408 shares of iShares Russell Mid-Cap Growth ETF worth $1.46M as of Q1 2026.
- Mission Wealth Management bought 612 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $82.8K.
- iShares Russell Mid-Cap Growth ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #261 holding.
- Mission Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
- Mission Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.48M in Q4 2025.
- 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.