Monetary Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Monetary Management Group’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	$288K	Hold	2,250	–	–	0.07%	183
2025 Q4	$308K	Hold	2,250	–	–	0.07%	175
2025 Q3	$320K	Hold	2,250	–	–	0.07%	175
2025 Q2	$312K	Hold	2,250	–	–	0.08%	172
2025 Q1	$264K	Buy	2,250 +500	+29%	+$64.3K	0.07%	178
2024 Q4	$222K	Hold	1,750	–	–	0.06%	191
2024 Q3	$205K	Hold	1,750	–	–	0.05%	196
2024 Q2	$193K	Hold	1,750	–	–	0.05%	195
2024 Q1	$200K	Hold	1,750	–	–	0.06%	192
2023 Q4	$183K	Hold	1,750	–	–	0.06%	192
2023 Q3	$160K	Hold	1,750	–	–	0.05%	195
2023 Q2	$169K	Hold	1,750	–	–	0.05%	198
2023 Q1	$159K	Hold	1,750	–	–	0.05%	199
2022 Q4	$146K	Sell	1,750 -3,000	-63%	-$252K	0.05%	206
2022 Q3	$373K	Buy	+4,750	New	+$409K	0.12%	141

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

Monetary Management Group's IWP Position: Q1 2026 in Review

Monetary Management Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,250 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #183.

Monetary Management Group first reported a position in IWP in Q3 2022 and has held it in 15 quarters since. The position peaked at $373K in Q3 2022. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Monetary Management Group held 2,250 shares of iShares Russell Mid-Cap Growth ETF worth $288K as of Q1 2026.
Monetary Management Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Monetary Management Group's portfolio in Q1 2026, its #183 holding.
Monetary Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
Monetary Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $373K in Q3 2022.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.