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

MONECO 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 		$1.19M Buy
9,294
+732
+9% +$99.1K 0.09% 190
2025
Q4 		$1.17M Buy
8,562
+85
+1% +$11.9K 0.09% 190
2025
Q3 		$1.21M Sell
8,477
-85
-1% -$12K 0.1% 179
2025
Q2 		$1.19M Sell
8,562
-346
-4% -$43.8K 0.11% 178
2025
Q1 		$1.05M Buy
8,908
+541
+6% +$69.5K 0.11% 174
2024
Q4 		$1.06M Buy
8,367
+253
+3% +$32.2K 0.11% 174
2024
Q3 		$952K Buy
8,114
+2,760
+52% +$309K 0.12% 164
2024
Q2 		$591K Sell
5,354
-3,821
-42% -$420K 0.09% 212
2024
Q1 		$1.05M Sell
9,175
-9
-0.1% -$974 0.17% 147
2023
Q4 		$959K Buy
9,184
+102
+1% +$9.67K 0.18% 136
2023
Q3 		$830K Buy
9,082
+359
+4% +$34.3K 0.23% 113
2023
Q2 		$843K Buy
8,723
+2,346
+37% +$214K 0.23% 113
2023
Q1 		$581K Buy
6,377
+1,919
+43% +$171K 0.17% 141
2022
Q4 		$373K Buy
4,458
+349
+8% +$29.4K 0.13% 166
2022
Q3 		$322K Sell
4,109
-64
-2% -$5.51K 0.13% 169
2022
Q2 		$331K Buy
4,173
+230
+6% +$20K 0.13% 167
2022
Q1 		$396K Buy
3,943
+1
+0% +$100 0.15% 141
2021
Q4 		$387K Buy
3,942
+122
+3% +$14.2K 0.15% 148
2021
Q3 		$428K Buy
3,820
+1
+0% +$115 0.17% 134
2021
Q2 		$432K Buy
3,819
+34
+0.9% +$3.63K 0.2% 119
2021
Q1 		$386K Buy
3,785
+198
+6% +$20.7K 0.19% 122
2020
Q4 		$379K Buy
3,587
+1
+0% +$95 0.21% 111
2020
Q3 		$310K Buy
3,586
+36
+1% +$3.04K 0.2% 109
2020
Q2 		$281K Buy
3,550
+120
+3% +$8.7K 0.22% 106
2020
Q1 		$209K Sell
3,430
-492
-13% -$35.9K 0.21% 106
2019
Q4 		$312K Buy
3,922
+2
+0.1% +$147 0.22% 100
2019
Q3 		$277K Buy
3,920
+2
+0.1% +$144 0.22% 100
2019
Q2 		$279K Buy
3,918
+2
+0.1% +$139 0.22% 95
2019
Q1 		$266K Sell
3,916
-70
-2% -$4.49K 0.22% 102
2018
Q4 		$227K Buy
+3,986
New +$242K 0.26% 85

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MONECO Advisors's IWP Position: Q1 2026 in Review

MONECO Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.5% in Q1 2026, buying an estimated $99.1K and bringing the position to 9,294 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #190.

MONECO Advisors first reported a position in IWP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.21M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • MONECO Advisors held 9,294 shares of iShares Russell Mid-Cap Growth ETF worth $1.19M as of Q1 2026.
  • MONECO Advisors bought 732 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $99.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.09% of MONECO Advisors's portfolio in Q1 2026, its #190 holding.
  • MONECO Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.21M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.