Nvest Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Nvest Financial’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	$2.11M	Buy	16,456 +429	+3%	+$58.1K	0.79%	37
2025 Q4	$2.19M	Buy	16,027 +3,481	+28%	+$486K	0.91%	30
2025 Q3	$1.79M	Sell	12,546 -579	-4%	-$81.8K	1.03%	26
2025 Q2	$1.82M	Sell	13,125 -4,780	-27%	-$605K	0.95%	33
2025 Q1	$2.1M	Sell	17,905 -296	-2%	-$38.1K	1.13%	30
2024 Q4	$2.31M	Sell	18,201 -75	-0.4%	-$9.53K	1.17%	26
2024 Q3	$2.14M	Buy	18,276 +1,015	+6%	+$113K	1.22%	27
2024 Q2	$1.9M	Buy	17,261 +406	+2%	+$44.6K	1.17%	31
2024 Q1	$1.92M	Buy	16,855 +6,280	+59%	+$679K	1.28%	27
2023 Q4	$1.1M	Buy	10,575 +4,872	+85%	+$462K	0.87%	32
2023 Q3	$521K	Buy	+5,703	New	+$545K	0.49%	39

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

Nvest Financial's IWP Position: Q1 2026 in Review

Nvest Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.7% in Q1 2026, buying an estimated $58.1K and bringing the position to 16,456 shares worth $2.11M. The position accounts for 0.79% of the portfolio, ranked #37.

Nvest Financial first reported a position in IWP in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q4 2024. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Nvest Financial held 16,456 shares of iShares Russell Mid-Cap Growth ETF worth $2.11M as of Q1 2026.
Nvest Financial bought 429 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $58.1K.
iShares Russell Mid-Cap Growth ETF made up 0.79% of Nvest Financial's portfolio in Q1 2026, its #37 holding.
Nvest Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Nvest Financial's iShares Russell Mid-Cap Growth ETF position peaked at $2.31M in Q4 2024.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.