Red Tortoise LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Red Tortoise LLC’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	$678K	Sell	5,290 -20	-0.4%	-$2.71K	0.28%	61
2025 Q4	$727K	Hold	5,310	–	–	0.31%	59
2025 Q3	$756K	Hold	5,310	–	–	0.33%	57
2025 Q2	$736K	Hold	5,310	–	–	0.36%	53
2025 Q1	$624K	Hold	5,310	–	–	0.32%	53
2024 Q4	$673K	Hold	5,310	–	–	0.35%	54
2024 Q3	$623K	Sell	5,310 -4	-0.1%	-$447	0.31%	54
2024 Q2	$586K	Hold	5,314	–	–	0.32%	53
2024 Q1	$607K	Sell	5,314 -7	-0.1%	-$757	0.34%	50
2023 Q4	$556K	Buy	5,321 +18	+0.3%	+$1.71K	0.31%	51
2023 Q3	$484K	Hold	5,303	–	–	0.32%	51
2023 Q2	$512K	Buy	5,303 +59	+1%	+$5.38K	0.32%	52
2023 Q1	$477K	Buy	5,244 +8	+0.2%	+$714	0.32%	50
2022 Q4	$438K	Buy	+5,236	New	+$441K	0.3%	59
2022 Q2	$415K	Hold	5,236	–	–	0.34%	52
2022 Q1	$526K	Hold	5,236	–	–	0.4%	46
2021 Q4	$603K	Hold	5,236	–	–	0.42%	45
2021 Q3	$411K	Buy	+5,236	New	+$602K	0.32%	57

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

Red Tortoise LLC's IWP Position: Q1 2026 in Review

Red Tortoise LLC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.38% in Q1 2026, selling an estimated $2.71K and leaving 5,290 shares worth $678K. The position accounts for 0.28% of the portfolio, ranked #61.

Red Tortoise LLC first reported a position in IWP in Q3 2021 and has held it in 18 quarters since. The position peaked at $756K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Red Tortoise LLC held 5,290 shares of iShares Russell Mid-Cap Growth ETF worth $678K as of Q1 2026.
Red Tortoise LLC sold 20 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.71K.
iShares Russell Mid-Cap Growth ETF made up 0.28% of Red Tortoise LLC's portfolio in Q1 2026, its #61 holding.
Red Tortoise LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 18 quarters since.
Red Tortoise LLC's iShares Russell Mid-Cap Growth ETF position peaked at $756K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.