Paragon Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Paragon Financial Partners’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	$2.74M	Buy	20,359 +1,450	+8%	+$196K	1.55%	13
2025 Q4	$2.59M	Buy	18,909 +12	+0.1%	+$1.68K	1.59%	12
2025 Q3	$2.69M	Buy	18,897 +7	+0%	+$989	1.7%	12
2025 Q2	$2.62M	Buy	18,890 +1,009	+6%	+$128K	1.79%	14
2025 Q1	$2.1M	Buy	17,881 +3,849	+27%	+$495K	1.65%	13
2024 Q4	$1.78M	Buy	14,032 +1,793	+15%	+$228K	1.34%	14
2024 Q3	$1.44M	Buy	12,239 +4,643	+61%	+$519K	1.05%	20
2024 Q2	$838K	Buy	7,596 +3	+0%	+$330	0.65%	26
2024 Q1	$867K	Buy	7,593 +3,160	+71%	+$342K	0.71%	26
2023 Q4	$463K	Buy	4,433 +7	+0.2%	+$664	0.44%	38
2023 Q3	$404K	Buy	4,426 +502	+13%	+$48K	0.42%	44
2023 Q2	$379K	Buy	3,924 +2	+0.1%	+$182	0.36%	52
2023 Q1	$357K	Buy	3,922 +4	+0.1%	+$357	0.37%	53
2022 Q4	$328K	Sell	3,918 -105	-3%	-$8.84K	0.36%	55
2022 Q3	$316K	Buy	4,023 +2	+0%	+$172	0.36%	53
2022 Q2	$319K	Sell	4,021 -682	-15%	-$59.4K	0.33%	55
2022 Q1	$473K	Sell	4,703 -2,859	-38%	-$285K	0.41%	48
2021 Q4	$871K	Buy	+7,562	New	+$882K	0.72%	26

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

Paragon Financial Partners's IWP Position: Q1 2026 in Review

Paragon Financial Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.7% in Q1 2026, buying an estimated $196K and bringing the position to 20,359 shares worth $2.74M. The position accounts for 1.55% of the portfolio, ranked #13.

Paragon Financial Partners first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Paragon Financial Partners held 20,359 shares of iShares Russell Mid-Cap Growth ETF worth $2.74M as of Q1 2026.
Paragon Financial Partners bought 1,450 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $196K.
iShares Russell Mid-Cap Growth ETF made up 1.55% of Paragon Financial Partners's portfolio in Q1 2026, its #13 holding.
Paragon Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.