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

Park Square 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	–	Sell	-80	Closed	-$10.1K	–	290
2025 Q4	$10.1K	Buy	80 +19	+31%	+$2.65K	0.06%	144
2025 Q3	$8.69K	Sell	61 -10	-14%	-$1.41K	0.04%	176
2025 Q2	$9.85K	Buy	71 +13	+22%	+$1.65K	0.01%	603
2025 Q1	$6.81K	Sell	58 -65	-53%	-$8.36K	0.01%	693
2024 Q4	$15.6K	Buy	+123	New	+$15.6K	0.01%	486

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Park Square Financial Group's IWP Position: Q1 2026 in Review

Park Square Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 80 shares — an estimated $10.1K sold.

Park Square Financial Group first reported a position in IWP in Q4 2024 and held it in 5 quarters. The position peaked at $15.6K in Q4 2024. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Park Square Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 80 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $10.1K.
Park Square Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 5 quarters.
Park Square Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $15.6K in Q4 2024.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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