Runnymede Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Runnymede Capital 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	–	Sell	-1,660	Closed	-$227K	–	98
2025 Q4	$227K	Buy	+1,660	New	+$232K	0.13%	73
2025 Q2	–	Sell	-1,125	Closed	-$132K	–	164
2025 Q1	$132K	Sell	1,125 -105	-9%	-$13.5K	0.13%	85
2024 Q4	$156K	Buy	+1,230	New	+$156K	0.14%	84

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 $424B AUM 22.96% 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

Runnymede Capital Advisors's IWP Position: Q1 2026 in Review

Runnymede Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,660 shares — an estimated $227K sold.

Runnymede Capital Advisors first reported a position in IWP in Q4 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Runnymede Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Runnymede Capital Advisors sold 1,660 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $227K.
Runnymede Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
Runnymede Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $227K in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Runnymede Capital Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.