Pettyjohn Wood & White’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pettyjohn Wood & White’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	$778K	Hold	6,074	–	–	0.12%	111
2025 Q4	$832K	Hold	6,074	–	–	0.13%	106
2025 Q3	$865K	Hold	6,074	–	–	0.14%	98
2025 Q2	$842K	Sell	6,074 -310	-5%	-$39.2K	0.15%	97
2025 Q1	$750K	Hold	6,384	–	–	0.14%	101
2024 Q4	$809K	Hold	6,384	–	–	0.15%	95
2024 Q3	$749K	Buy	6,384 +1,514	+31%	+$169K	0.14%	99
2024 Q2	$537K	Buy	+4,870	New	+$535K	0.1%	112

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

Pettyjohn Wood & White's IWP Position: Q1 2026 in Review

Pettyjohn Wood & White held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 6,074 shares worth $778K. The position accounts for 0.12% of the portfolio, ranked #111.

Pettyjohn Wood & White first reported a position in IWP in Q2 2024 and has held it in 8 quarters since. The position peaked at $865K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Pettyjohn Wood & White held 6,074 shares of iShares Russell Mid-Cap Growth ETF worth $778K as of Q1 2026.
Pettyjohn Wood & White left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Pettyjohn Wood & White's portfolio in Q1 2026, its #111 holding.
Pettyjohn Wood & White first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Pettyjohn Wood & White's iShares Russell Mid-Cap Growth ETF position peaked at $865K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.