One Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

One Wealth Advisors’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	–	Sell	-1,856	Closed	-$254K	–	318
2025 Q4	$254K	Buy	+1,856	New	+$259K	0.03%	263
2023 Q1	–	Sell	-1,778	Closed	-$149K	–	402
2022 Q4	$149K	Buy	+1,778	New	+$150K	0.03%	235

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

One Wealth Advisors's IWP Position: Q1 2026 in Review

One Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,856 shares — an estimated $254K sold.

One Wealth Advisors first reported a position in IWP in Q4 2022 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

One Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
One Wealth Advisors sold 1,856 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $254K.
One Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 2 quarters.
One Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $254K in Q4 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.