Sagespring Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sagespring Wealth Partners’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	$274K	Buy	2,138 +81	+4%	+$11K	0.01%	694
2025 Q4	$282K	Sell	2,057 -279	-12%	-$39K	0.01%	640
2025 Q3	$333K	Buy	2,336 +327	+16%	+$46.2K	0.01%	571
2025 Q2	$279K	Hold	2,009	–	–	0.01%	601
2025 Q1	$236K	Sell	2,009 -1	-0%	-$129	0.01%	594
2024 Q4	$255K	Buy	+2,010	New	+$256K	0.01%	520

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

Sagespring Wealth Partners's IWP Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.9% in Q1 2026, buying an estimated $11K and bringing the position to 2,138 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #694.

Sagespring Wealth Partners first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $333K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Sagespring Wealth Partners held 2,138 shares of iShares Russell Mid-Cap Growth ETF worth $274K as of Q1 2026.
Sagespring Wealth Partners bought 81 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $11K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #694 holding.
Sagespring Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $333K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.