Paladin Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-3,590	Closed	-$300K	–	380
2022 Q4	$300K	Hold	3,590	–	–	0.26%	72
2022 Q3	$281K	Sell	3,590 -76	-2%	-$6.54K	0.26%	65
2022 Q2	$290K	Buy	+3,666	New	+$319K	0.25%	65
2022 Q1	–	Sell	-6,829	Closed	-$786K	–	394
2021 Q4	$786K	Buy	+6,829	New	+$796K	0.64%	42

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

Paladin Advisory Group's IWP Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.8% in Q1 2026, selling an estimated $29.5K and leaving 2,574 shares worth $330K. The position accounts for 0.25% of the portfolio, ranked #58.

Paladin Advisory Group first reported a position in IWP in Q1 2022 and has held it in 14 quarters since. The position peaked at $750K in Q1 2022. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Paladin Advisory Group held 2,574 shares of iShares Russell Mid-Cap Growth ETF worth $330K as of Q1 2026.
Paladin Advisory Group sold 218 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $29.5K.
iShares Russell Mid-Cap Growth ETF made up 0.25% of Paladin Advisory Group's portfolio in Q1 2026, its #58 holding.
Paladin Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $750K in Q1 2022.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.