Perfromance Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Perfromance Wealth 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	$373K	Sell	2,908 -97	-3%	-$13.1K	0.01%	149
2025 Q4	$412K	Hold	3,005	–	–	0.01%	143
2025 Q3	$428K	Hold	3,005	–	–	0.01%	136
2025 Q2	$417K	Hold	3,005	–	–	0.01%	123
2025 Q1	$353K	Buy	3,005 +590	+24%	+$75.8K	0.01%	122
2024 Q4	$306K	Buy	2,415 +42	+2%	+$5.34K	0.01%	130
2024 Q3	$278K	Buy	2,373 +155	+7%	+$17.3K	0.01%	153
2024 Q2	$245K	Hold	2,218	–	–	0.01%	136
2024 Q1	$253K	Hold	2,218	–	–	0.01%	134
2023 Q4	$232K	Hold	2,218	–	–	0.01%	147
2023 Q3	$203K	Sell	2,218 -162	-7%	-$15.5K	0.01%	159
2023 Q2	$229K	Hold	2,380	–	–	0.01%	168
2023 Q1	$217K	Sell	2,380 -600	-20%	-$53.5K	0.01%	168
2022 Q4	$249K	Hold	2,980	–	–	0.02%	140
2022 Q3	$234K	Hold	2,980	–	–	0.01%	140
2022 Q2	$236K	Hold	2,980	–	–	0.01%	143
2022 Q1	$299K	Hold	2,980	–	–	0.01%	136
2021 Q4	$343K	Buy	+2,980	New	+$347K	0.01%	138

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

Perfromance Wealth Partners's IWP Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.2% in Q1 2026, selling an estimated $13.1K and leaving 2,908 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #149.

Perfromance Wealth Partners first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $428K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Perfromance Wealth Partners held 2,908 shares of iShares Russell Mid-Cap Growth ETF worth $373K as of Q1 2026.
Perfromance Wealth Partners sold 97 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $13.1K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #149 holding.
Perfromance Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $428K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.