Ruggaard & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ruggaard & Associates’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	$666K	Hold	5,200	–	–	0.26%	56
2025 Q4	$712K	Hold	5,200	–	–	0.28%	49
2025 Q3	$741K	Hold	5,200	–	–	0.28%	47
2025 Q2	$721K	Sell	5,200 -181	-3%	-$22.9K	0.29%	47
2025 Q1	$632K	Hold	5,381	–	–	0.28%	52
2024 Q4	$682K	Sell	5,381 -219	-4%	-$27.8K	0.3%	43
2024 Q3	$657K	Hold	5,600	–	–	0.29%	48
2024 Q2	$618K	Hold	5,600	–	–	0.29%	51
2024 Q1	$639K	Hold	5,600	–	–	0.3%	47
2023 Q4	$585K	Hold	5,600	–	–	0.31%	49
2023 Q3	$512K	Hold	5,600	–	–	0.3%	52
2023 Q2	$541K	Hold	5,600	–	–	0.32%	49
2023 Q1	$510K	Buy	+5,600	New	+$500K	0.31%	51

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

Ruggaard & Associates's IWP Position: Q1 2026 in Review

Ruggaard & Associates held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 5,200 shares worth $666K. The position accounts for 0.26% of the portfolio, ranked #56.

Ruggaard & Associates first reported a position in IWP in Q1 2023 and has held it in 13 quarters since. The position peaked at $741K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Ruggaard & Associates held 5,200 shares of iShares Russell Mid-Cap Growth ETF worth $666K as of Q1 2026.
Ruggaard & Associates left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.26% of Ruggaard & Associates's portfolio in Q1 2026, its #56 holding.
Ruggaard & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $741K in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.