PACK Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PACK Private Wealth’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	$1.16M	Hold	9,031	–	–	0.53%	15
2025 Q4	$1.24M	Hold	9,031	–	–	0.56%	17
2025 Q3	$1.29M	Hold	9,031	–	–	0.61%	16
2025 Q2	$1.25M	Hold	9,031	–	–	0.66%	14
2025 Q1	$1.06M	Hold	9,031	–	–	0.63%	15
2024 Q4	$1.14M	Hold	9,031	–	–	0.67%	15
2024 Q3	$1.06M	Hold	9,031	–	–	0.6%	16
2024 Q2	$997K	Hold	9,031	–	–	0.62%	16
2024 Q1	$1.03M	Hold	9,031	–	–	0.65%	16
2023 Q4	$943K	Sell	9,031 -798	-8%	-$75.6K	0.64%	16
2023 Q3	$893K	Sell	9,829 -36	-0.4%	-$3.44K	0.67%	16
2023 Q2	$953K	Hold	9,865	–	–	0.71%	16
2023 Q1	$898K	Buy	9,865 +721	+8%	+$64.3K	0.71%	16
2022 Q4	$764K	Hold	9,144	–	–	0.66%	16
2022 Q3	$717K	Hold	9,144	–	–	0.67%	17
2022 Q2	$724K	Buy	9,144 +102	+1%	+$8.88K	0.66%	17
2022 Q1	$909K	Sell	9,042 -321	-3%	-$32K	0.75%	15
2021 Q4	$1.08M	Buy	+9,363	New	+$1.09M	0.86%	15

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

PACK Private Wealth's IWP Position: Q1 2026 in Review

PACK Private Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 9,031 shares worth $1.16M. The position accounts for 0.53% of the portfolio, ranked #15.

PACK Private Wealth first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

PACK Private Wealth held 9,031 shares of iShares Russell Mid-Cap Growth ETF worth $1.16M as of Q1 2026.
PACK Private Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.53% of PACK Private Wealth's portfolio in Q1 2026, its #15 holding.
PACK Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $1.29M in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.