Retirement Planning Group (Kansas)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Retirement Planning Group (Kansas)’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	$286K	Buy	2,234 +345	+18%	+$46.7K	0.01%	401
2025 Q4	$259K	Hold	1,889	–	–	0.01%	361
2025 Q3	$269K	Sell	1,889 -27	-1%	-$3.81K	0.01%	342
2025 Q2	$266K	Sell	1,916 -1	-0.1%	-$127	0.01%	276
2025 Q1	$225K	Sell	1,917 -811	-30%	-$104K	0.01%	278
2024 Q4	$346K	Buy	2,728 +44	+2%	+$5.59K	0.02%	221
2024 Q3	$315K	Buy	2,684 +801	+43%	+$89.6K	0.02%	218
2024 Q2	$208K	Buy	1,883 +26	+1%	+$2.86K	0.01%	225
2024 Q1	$212K	Buy	+1,857	New	+$201K	0.02%	207

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

Retirement Planning Group (Kansas)'s IWP Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 18% in Q1 2026, buying an estimated $46.7K and bringing the position to 2,234 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #401.

Retirement Planning Group (Kansas) first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $346K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Retirement Planning Group (Kansas) held 2,234 shares of iShares Russell Mid-Cap Growth ETF worth $286K as of Q1 2026.
Retirement Planning Group (Kansas) bought 345 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $46.7K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #401 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s iShares Russell Mid-Cap Growth ETF position peaked at $346K in Q4 2024.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.