Pilgrim Partners Asia’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pilgrim Partners Asia’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	$1.85M	Buy	14,450 +700	+5%	+$94.7K	0.75%	17
2025 Q4	$1.88M	Sell	13,750 -835	-6%	-$117K	0.9%	21
2025 Q3	$2.08M	Buy	+14,585	New	+$2.06M	0.93%	19
2025 Q1	$1.71M	Buy	14,585 +4,700	+48%	+$604K	1.62%	16
2024 Q4	$1.25M	Buy	+9,885	New	+$1.26M	1.09%	23

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

Pilgrim Partners Asia's IWP Position: Q1 2026 in Review

Pilgrim Partners Asia increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.1% in Q1 2026, buying an estimated $94.7K and bringing the position to 14,450 shares worth $1.85M. The position accounts for 0.75% of the portfolio, ranked #17.

Pilgrim Partners Asia first reported a position in IWP in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.08M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Pilgrim Partners Asia held 14,450 shares of iShares Russell Mid-Cap Growth ETF worth $1.85M as of Q1 2026.
Pilgrim Partners Asia bought 700 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $94.7K.
iShares Russell Mid-Cap Growth ETF made up 0.75% of Pilgrim Partners Asia's portfolio in Q1 2026, its #17 holding.
Pilgrim Partners Asia first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Pilgrim Partners Asia's iShares Russell Mid-Cap Growth ETF position peaked at $2.08M in Q3 2025.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Pilgrim Partners Asia's 13F filing for Q1 2026, filed 12 May 2026.