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

Next 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	$1.49M	Buy	11,643 +2,401	+26%	+$325K	0.45%	44
2025 Q4	$1.27M	Buy	9,242 +7	+0.1%	+$978	0.41%	47
2025 Q3	$1.32M	Buy	9,235 +5	+0.1%	+$707	0.44%	46
2025 Q2	$1.28M	Buy	9,230 +1,287	+16%	+$163K	0.47%	47
2025 Q1	$933K	Buy	7,943 +1,226	+18%	+$158K	0.45%	49
2024 Q4	$851K	Hold	6,717	–	–	0.34%	60
2024 Q3	$788K	Sell	6,717 -1,577	-19%	-$176K	0.32%	66
2024 Q2	$892K	Buy	8,294 +1,484	+22%	+$163K	0.37%	56
2024 Q1	$777K	Hold	6,810	–	–	0.31%	62
2023 Q4	$711K	Sell	6,810 -84	-1%	-$7.96K	0.3%	58
2023 Q3	$630K	Sell	6,894 -250	-3%	-$23.9K	0.28%	60
2023 Q2	$690K	Sell	7,144 -1,665	-19%	-$152K	0.32%	59
2023 Q1	$802K	Sell	8,809 -3,202	-27%	-$286K	0.39%	52
2022 Q4	$1M	Buy	+12,011	New	+$1.01M	0.54%	41
2019 Q4	–	Sell	-718	Closed	-$51K	–	148
2019 Q3	$51K	Hold	718	–	–	0.03%	148
2019 Q2	$51K	Buy	718 +330	+85%	+$23K	0.03%	159
2019 Q1	$26K	Buy	388 +204	+111%	+$13.1K	0.02%	178
2018 Q4	$10K	Buy	+184	New	+$11.2K	0.01%	203

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

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

Next Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 26% in Q1 2026, buying an estimated $325K and bringing the position to 11,643 shares worth $1.49M. The position accounts for 0.45% of the portfolio, ranked #44.

Next Capital Management first reported a position in IWP in Q4 2018 and has held it in 18 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Next Capital Management held 11,643 shares of iShares Russell Mid-Cap Growth ETF worth $1.49M as of Q1 2026.
Next Capital Management bought 2,401 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $325K.
iShares Russell Mid-Cap Growth ETF made up 0.45% of Next Capital Management's portfolio in Q1 2026, its #44 holding.
Next Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 18 quarters since.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.