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

MV 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	$3.7M	Buy	28,855 +1,319	+5%	+$178K	0.36%	53
2025 Q4	$3.77M	Sell	27,536 -1,970	-7%	-$275K	0.36%	48
2025 Q3	$4.2M	Sell	29,506 -35	-0.1%	-$4.95K	0.4%	45
2025 Q2	$4.1M	Sell	29,541 -474	-2%	-$60K	0.42%	42
2025 Q1	$3.53M	Sell	30,015 -286	-0.9%	-$36.8K	0.38%	45
2024 Q4	$3.84M	Buy	30,301 +244	+0.8%	+$31K	0.41%	41
2024 Q3	$3.53M	Sell	30,057 -186	-0.6%	-$20.8K	0.37%	47
2024 Q2	$3.34M	Hold	30,243	–	–	0.38%	47
2024 Q1	$3.45M	Sell	30,243 -1,062	-3%	-$115K	0.4%	45
2023 Q4	$3.27M	Buy	31,305 +620	+2%	+$58.8K	0.41%	40
2023 Q3	$2.8M	Sell	30,685 -140	-0.5%	-$13.4K	0.37%	46
2023 Q2	$2.98M	Buy	30,825 +2,181	+8%	+$199K	0.4%	39
2023 Q1	$2.61M	Buy	28,644 +796	+3%	+$71K	0.37%	43
2022 Q4	$2.33M	Sell	27,848 -554	-2%	-$46.6K	0.36%	44
2022 Q3	$2.23M	Sell	28,402 -3,483	-11%	-$300K	0.38%	36
2022 Q2	$2.53M	Sell	31,885 -18,573	-37%	-$1.62M	0.43%	38
2022 Q1	$5.07M	Sell	50,458 -32,074	-39%	-$3.19M	0.76%	22
2021 Q4	$9.51M	Buy	82,532 +502	+0.6%	+$58.5K	1.38%	18
2021 Q3	$9.19M	Buy	82,030 +2,014	+3%	+$232K	1.52%	16
2021 Q2	$9.06M	Sell	80,016 -1,633	-2%	-$174K	1.54%	16
2021 Q1	$8.33M	Buy	81,649 +42,830	+110%	+$4.48M	1.52%	17
2020 Q4	$3.98M	Buy	38,819 +7,515	+24%	+$715K	0.76%	24
2020 Q3	$2.71M	Hold	31,304	–	–	0.56%	26
2020 Q2	$2.48M	Sell	31,304 -4,062	-11%	-$295K	0.58%	25
2020 Q1	$2.15M	Buy	35,366 +1,122	+3%	+$81.8K	0.56%	28
2019 Q4	$2.61M	Hold	34,244	–	–	0.56%	32
2019 Q3	$2.42M	Sell	34,244 -3,112	-8%	-$224K	0.55%	32
2019 Q2	$2.66M	Hold	37,356	–	–	0.62%	31
2019 Q1	$2.53M	Sell	37,356 -3,632	-9%	-$233K	0.61%	31
2018 Q4	$2.33M	Sell	40,988 -1,040	-2%	-$63.3K	0.65%	31
2018 Q3	$2.85M	Sell	42,028 -108	-0.3%	-$7.18K	0.71%	28
2018 Q2	$2.67M	Buy	42,136 +532	+1%	+$33.5K	0.69%	29
2018 Q1	$2.56M	Sell	41,604 -572	-1%	-$35.7K	0.68%	29
2017 Q4	$2.54M	Sell	42,176 -600	-1%	-$35.3K	0.69%	30
2017 Q3	$2.42M	Sell	42,776 -464	-1%	-$25.5K	0.68%	31
2017 Q2	$2.34M	Sell	43,240 -120	-0.3%	-$6.38K	0.69%	30
2017 Q1	$2.25M	Buy	43,360 +1,348	+3%	+$68.8K	0.71%	29
2016 Q4	$2.05M	Buy	42,012 +2,982	+8%	+$144K	0.74%	26
2016 Q3	$1.9M	Sell	39,030 -216	-0.6%	-$10.5K	0.69%	23
2016 Q2	$1.84M	Sell	39,246 -1,722	-4%	-$79.7K	0.67%	22
2016 Q1	$1.89M	Sell	40,968 -34,544	-46%	-$1.49M	0.76%	19
2015 Q4	$3.47M	Buy	75,512 +17,564	+30%	+$817K	1.37%	20
2015 Q3	$2.57M	Buy	57,948 +10,648	+23%	+$505K	1.17%	24
2015 Q2	$2.29M	Buy	47,300 +3,460	+8%	+$171K	0.93%	29
2015 Q1	$2.15M	Hold	43,840	–	–	0.9%	27
2014 Q4	$2.04M	Buy	+43,840	New	+$1.98M	0.93%	23

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

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

MV Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.8% in Q1 2026, buying an estimated $178K and bringing the position to 28,855 shares worth $3.7M. The position accounts for 0.36% of the portfolio, ranked #53.

MV Capital Management first reported a position in IWP in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.51M in Q4 2021. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

MV Capital Management held 28,855 shares of iShares Russell Mid-Cap Growth ETF worth $3.7M as of Q1 2026.
MV Capital Management bought 1,319 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $178K.
iShares Russell Mid-Cap Growth ETF made up 0.36% of MV Capital Management's portfolio in Q1 2026, its #53 holding.
MV Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $9.51M in Q4 2021.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.