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

Oxford Financial Group’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	$130K	Sell	1,018 -4,444	-81%	-$601K	0.01%	254
2025 Q4	$748K	Hold	5,462	–	–	0.04%	109
2025 Q3	$778K	Hold	5,462	–	–	0.04%	107
2025 Q2	$757K	Hold	5,462	–	–	0.05%	99
2025 Q1	$642K	Hold	5,462	–	–	0.05%	108
2024 Q4	$692K	Hold	5,462	–	–	0.04%	112
2024 Q3	$641K	Hold	5,462	–	–	0.04%	117
2024 Q2	$603K	Hold	5,462	–	–	0.04%	130
2024 Q1	$623K	Sell	5,462 -32	-0.6%	-$3.46K	0.04%	113
2023 Q4	$574K	Sell	5,494 -180	-3%	-$17.1K	0.04%	121
2023 Q3	$518K	Hold	5,674	–	–	0.04%	122
2023 Q2	$548K	Hold	5,674	–	–	0.05%	128
2023 Q1	$517K	Hold	5,674	–	–	0.06%	109
2022 Q4	$474K	Hold	5,674	–	–	0.06%	118
2022 Q3	$445K	Hold	5,674	–	–	0.07%	110
2022 Q2	$449K	Hold	5,674	–	–	0.07%	113
2022 Q1	$570K	Sell	5,674 -2,896	-34%	-$288K	0.07%	105
2021 Q4	$987K	Buy	8,570 +4,444	+108%	+$518K	0.11%	85
2021 Q3	$462K	Sell	4,126 -4,536	-52%	-$522K	0.06%	120
2021 Q2	$981K	Sell	8,662 -445	-5%	-$47.5K	0.13%	75
2021 Q1	$929K	Sell	9,107 -152	-2%	-$15.9K	0.13%	72
2020 Q4	$950K	Sell	9,259 -1,501	-14%	-$143K	0.14%	67
2020 Q3	$930K	Sell	10,760 -182	-2%	-$15.4K	0.15%	61
2020 Q2	$865K	Sell	10,942 -108	-1%	-$7.83K	0.15%	61
2020 Q1	$672K	Hold	11,050	–	–	0.13%	66
2019 Q4	$843K	Buy	11,050 +1,076	+11%	+$78.9K	0.23%	38
2019 Q3	$705K	Buy	9,974 +2,896	+41%	+$208K	0.22%	37
2019 Q2	$505K	Buy	7,078 +400	+6%	+$27.8K	0.17%	36
2019 Q1	$453K	Hold	6,678	–	–	0.16%	38
2018 Q4	$380K	Hold	6,678	–	–	0.12%	34
2018 Q3	$453K	Sell	6,678 -1,254	-16%	-$83.4K	0.21%	26
2018 Q2	$503K	Hold	7,932	–	–	0.26%	25
2018 Q1	$488K	Hold	7,932	–	–	0.28%	27
2017 Q4	$478K	Buy	7,932 +4,078	+106%	+$240K	0.33%	26
2017 Q3	$218K	Buy	+3,854	New	+$211K	0.15%	32

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

Oxford Financial Group's IWP Position: Q1 2026 in Review

Oxford Financial Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 81% in Q1 2026, selling an estimated $601K and leaving 1,018 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #254.

Oxford Financial Group first reported a position in IWP in Q3 2017 and has held it in 35 quarters since. The position peaked at $987K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Oxford Financial Group held 1,018 shares of iShares Russell Mid-Cap Growth ETF worth $130K as of Q1 2026.
Oxford Financial Group sold 4,444 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $601K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #254 holding.
Oxford Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 35 quarters since.
Oxford Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $987K in Q4 2021.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.