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Retirement Management Systems’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Retirement Management Systems’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 		– Sell
-55,634
Closed -$7.62M – 56
2025
Q4 		$7.62M Buy
+55,634
New +$7.77M 1.95% 20

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Retirement Management Systems's IWP Position: Q1 2026 in Review

Retirement Management Systems sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 55,634 shares — an estimated $7.62M sold.

Retirement Management Systems first reported a position in IWP in Q4 2025 and held it in 1 quarter. The position peaked at $7.62M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Retirement Management Systems reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Management Systems sold 55,634 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $7.62M.
  • Retirement Management Systems first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Retirement Management Systems's iShares Russell Mid-Cap Growth ETF position peaked at $7.62M in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Retirement Management Systems's 13F filing for Q1 2026, filed 14 Apr 2026.