NWF Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$438K Buy
3,418
+212
+7% +$28.7K 0.05% 229
2025
Q4
$439K Buy
3,206
+145
+5% +$20.3K 0.05% 224
2025
Q3
$436K Sell
3,061
-70
-2% -$9.89K 0.05% 232
2025
Q2
$434K Sell
3,131
-332
-10% -$42K 0.05% 231
2025
Q1
$407K Buy
3,463
+1,378
+66% +$177K 0.06% 202
2024
Q4
$264K Sell
2,085
-1,101
-35% -$140K 0.04% 210
2024
Q3
$374K Hold
3,186
0.05% 207
2024
Q2
$352K Hold
3,186
0.06% 197
2024
Q1
$364K Buy
3,186
+541
+20% +$58.5K 0.06% 202
2023
Q4
$276K Buy
2,645
+251
+10% +$23.8K 0.06% 217
2023
Q3
$219K Sell
2,394
-26
-1% -$2.49K 0.05% 223
2023
Q2
$234K Hold
2,420
0.05% 217
2023
Q1
$234K Buy
+2,420
New +$216K 0.05% 216

Other funds holding IWP

NWF Advisory Services's IWP Position: Q1 2026 in Review

NWF Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.6% in Q1 2026, buying an estimated $28.7K and bringing the position to 3,418 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #229.

NWF Advisory Services first reported a position in IWP in Q1 2023 and has held it in 13 quarters since. The position peaked at $439K in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • NWF Advisory Services held 3,418 shares of iShares Russell Mid-Cap Growth ETF worth $438K as of Q1 2026.
  • NWF Advisory Services bought 212 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $28.7K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #229 holding.
  • NWF Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $439K in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.