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Round Rock Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Round Rock Advisors’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 		$788K Buy
6,150
+1
+0% +$135 0.12% 137
2025
Q4 		$842K Sell
6,149
-280
-4% -$39.1K 0.13% 129
2025
Q3 		$916K Sell
6,429
-64
-1% -$9.04K 0.15% 98
2025
Q2 		$900K Buy
6,493
+41
+0.6% +$5.19K 0.16% 98
2025
Q1 		$758K Sell
6,452
-314
-5% -$40.4K 0.14% 104
2024
Q4 		$858K Hold
6,766
– – 0.18% 90
2024
Q3 		$794K Hold
6,766
– – 0.19% 83
2024
Q2 		$747K Sell
6,766
-129
-2% -$14.2K 0.18% 87
2024
Q1 		$787K Sell
6,895
-20
-0.3% -$2.16K 0.19% 87
2023
Q4 		$722K Buy
6,915
+530
+8% +$50.2K 0.18% 90
2023
Q3 		$583K Sell
6,385
-601
-9% -$57.5K 0.22% 76
2023
Q2 		$675K Sell
6,986
-705
-9% -$64.2K 0.24% 68
2023
Q1 		$700K Sell
7,691
-8
-0.1% -$714 0.27% 63
2022
Q4 		$644K Sell
7,699
-119
-2% -$10K 0.26% 69
2022
Q3 		$613K Sell
7,818
-277
-3% -$23.8K 0.28% 63
2022
Q2 		$641K Sell
8,095
-109
-1% -$9.49K 0.29% 63
2022
Q1 		$825K Sell
8,204
-10
-0.1% -$996 0.33% 54
2021
Q4 		$946K Sell
8,214
-23
-0.3% -$2.68K 0.42% 46
2021
Q3 		$923K Sell
8,237
-622
-7% -$71.5K 0.68% 25
2021
Q2 		$1M Sell
8,859
-1,107
-11% -$118K 0.73% 20
2021
Q1 		$1.02M Buy
9,966
+150
+2% +$15.7K 0.81% 19
2020
Q4 		$1.01M Buy
+9,816
New +$934K 0.92% 15

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Round Rock Advisors's IWP Position: Q1 2026 in Review

Round Rock Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.02% in Q1 2026, buying an estimated $135 and bringing the position to 6,150 shares worth $788K. The position accounts for 0.12% of the portfolio, ranked #137.

Round Rock Advisors first reported a position in IWP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.02M in Q1 2021. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Round Rock Advisors held 6,150 shares of iShares Russell Mid-Cap Growth ETF worth $788K as of Q1 2026.
  • Round Rock Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
  • iShares Russell Mid-Cap Growth ETF made up 0.12% of Round Rock Advisors's portfolio in Q1 2026, its #137 holding.
  • Round Rock Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Round Rock Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.02M in Q1 2021.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.