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

Optima Capital’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
-1,088
Closed -$149K – 737
2025
Q4 		$149K Buy
+1,088
New +$152K 0.06% 184

Other funds holding IWP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Optima Capital's IWP Position: Q1 2026 in Review

Optima Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,088 shares — an estimated $149K sold.

Optima Capital first reported a position in IWP in Q4 2025 and held it in 1 quarter. The position peaked at $149K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Optima Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,088 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $149K.
  • Optima Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares Russell Mid-Cap Growth ETF position peaked at $149K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.