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

Partners in Financial Planning’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	$411K	Buy	3,205 +1	+0%	+$135	0.07%	86
2025 Q4	$439K	Sell	3,204 -200	-6%	-$27.9K	0.07%	81
2025 Q3	$485K	Buy	3,404 +1	+0%	+$141	0.08%	73
2025 Q2	$472K	Hold	3,403	–	–	0.09%	69
2025 Q1	$400K	Hold	3,403	–	–	0.08%	72
2024 Q4	$431K	Hold	3,403	–	–	0.09%	72
2024 Q3	$399K	Hold	3,403	–	–	0.08%	73
2024 Q2	$376K	Hold	3,403	–	–	0.08%	73
2024 Q1	$388K	Hold	3,403	–	–	0.09%	74
2023 Q4	$356K	Hold	3,403	–	–	0.08%	73
2023 Q3	$311K	Sell	3,403 -4	-0.1%	-$382	0.08%	77
2023 Q2	$329K	Hold	3,407	–	–	0.08%	72
2023 Q1	$310K	Hold	3,407	–	–	0.08%	74
2022 Q4	$283K	Sell	3,407 -239	-7%	-$20.1K	0.08%	78
2022 Q3	$315K	Buy	3,646 +58	+2%	+$4.99K	0.09%	70
2022 Q2	$321K	Buy	3,588 +543	+18%	+$47.3K	0.1%	73
2022 Q1	$280K	Hold	3,045	–	–	0.09%	75
2021 Q4	$303K	Sell	3,045 -248	-8%	-$28.9K	0.09%	73
2021 Q3	$369K	Buy	3,293 +1	+0%	+$115	0.12%	61
2021 Q2	$373K	Buy	+3,292	New	+$352K	0.12%	61

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Partners in Financial Planning increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q1 2026, buying an estimated $135 and bringing the position to 3,205 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #86.

Partners in Financial Planning first reported a position in IWP in Q2 2021 and has held it in 20 quarters since. The position peaked at $485K in Q3 2025. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Partners in Financial Planning held 3,205 shares of iShares Russell Mid-Cap Growth ETF worth $411K as of Q1 2026.
Partners in Financial Planning bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Partners in Financial Planning's portfolio in Q1 2026, its #86 holding.
Partners in Financial Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's iShares Russell Mid-Cap Growth ETF position peaked at $485K in Q3 2025.
1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.