Phoenix Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Phoenix Financial’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	$244K	Sell	1,908 -45,654	-96%	-$6.18M	﹤0.01%	426
2025 Q4	$6.51M	Sell	47,562 -264	-0.6%	-$36.9K	0.07%	112
2025 Q3	$6.81M	Sell	47,826 -16,302	-25%	-$2.3M	0.08%	105
2025 Q2	$8.89M	Buy	64,128 +3,757	+6%	+$475K	0.12%	96
2025 Q1	$7.09M	Sell	60,371 -21,401	-26%	-$2.75M	0.11%	111
2024 Q4	$10.4M	Sell	81,772 -36,798	-31%	-$4.68M	0.14%	92
2024 Q3	$13.9M	Buy	118,570 +4,952	+4%	+$554K	0.21%	76
2024 Q2	$12.5M	Buy	113,618 +8,297	+8%	+$912K	0.19%	73
2024 Q1	$12M	Buy	+105,321	New	+$11.4M	0.17%	75

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

Phoenix Financial's IWP Position: Q1 2026 in Review

Phoenix Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 96% in Q1 2026, selling an estimated $6.18M and leaving 1,908 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Phoenix Financial first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.9M in Q3 2024. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Phoenix Financial held 1,908 shares of iShares Russell Mid-Cap Growth ETF worth $244K as of Q1 2026.
Phoenix Financial sold 45,654 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $6.18M.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #426 holding.
Phoenix Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Phoenix Financial's iShares Russell Mid-Cap Growth ETF position peaked at $13.9M in Q3 2024.
1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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