One Wealth Management Investment & Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

One Wealth Management Investment & Advisory Services’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	-1,492	Closed	-$204K	–	54
2025 Q4	$204K	Sell	1,492 -52	-3%	-$7.27K	0.22%	48
2025 Q3	$220K	Sell	1,544 -148	-9%	-$20.9K	0.26%	45
2025 Q2	$235K	Buy	+1,692	New	+$214K	0.3%	43
2025 Q1	–	Sell	-1,747	Closed	-$221K	–	48
2024 Q4	$221K	Hold	1,747	–	–	0.35%	41
2024 Q3	$205K	Buy	+1,747	New	+$195K	0.36%	41
2024 Q2	–	Sell	-1,777	Closed	-$203K	–	144
2024 Q1	$203K	Buy	+1,777	New	+$192K	0.08%	135

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 Management Investment & Advisory Services's IWP Position: Q1 2026 in Review

One Wealth Management Investment & Advisory Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,492 shares — an estimated $204K sold.

One Wealth Management Investment & Advisory Services first reported a position in IWP in Q1 2024 and held it in 6 quarters. The position peaked at $235K in Q2 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

One Wealth Management Investment & Advisory Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 1,492 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $204K.
One Wealth Management Investment & Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and held it in 6 quarters.
One Wealth Management Investment & Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $235K in Q2 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2026, filed 13 Jul 2026.