Peloton Wealth Strategists’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Peloton Wealth Strategists’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	$1.92M	Buy	+14,972	New	+$2.03M	0.78%	51
2024 Q1	–	Sell	-2,091	Closed	-$218K	–	93
2023 Q4	$218K	Sell	2,091 -14,609	-87%	-$1.38M	0.09%	93
2023 Q3	$1.53M	Sell	16,700 -148	-0.9%	-$14.2K	0.7%	53
2023 Q2	$1.63M	Buy	16,848 +260	+2%	+$23.7K	0.72%	52
2023 Q1	$1.51M	Sell	16,588 -58	-0.3%	-$5.18K	0.69%	52
2022 Q4	$1.39M	Sell	16,646 -425	-2%	-$35.8K	0.67%	51
2022 Q3	$1.34M	Buy	17,071 +1,035	+6%	+$89.1K	0.7%	53
2022 Q2	$1.27M	Sell	16,036 -301	-2%	-$26.2K	0.62%	57
2022 Q1	$1.64M	Buy	16,337 +1,213	+8%	+$121K	0.69%	53
2021 Q4	$1.74M	Buy	+15,124	New	+$1.76M	0.7%	51

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

Peloton Wealth Strategists's IWP Position: Q1 2026 in Review

Peloton Wealth Strategists opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026: 14,972 shares worth $1.92M. The stake represents 0.78% of the portfolio and ranks #51 among its holdings. This is a return to the name: Peloton Wealth Strategists previously reported a position in IWP as recently as Q4 2023.

Peloton Wealth Strategists first reported a position in IWP in Q4 2021 and has held it in 10 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Peloton Wealth Strategists held 14,972 shares of iShares Russell Mid-Cap Growth ETF worth $1.92M as of Q1 2026.
iShares Russell Mid-Cap Growth ETF was a new Peloton Wealth Strategists position in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.78% of Peloton Wealth Strategists's portfolio in Q1 2026, its #51 holding.
Peloton Wealth Strategists first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.