Saxon Interests’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Saxon Interests’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	$770K	Sell	6,008 -5,235	-47%	-$708K	0.27%	97
2025 Q4	$1.54M	Sell	11,243 -13,540	-55%	-$1.89M	0.54%	47
2025 Q3	$3.54M	Buy	24,783 +19,491	+368%	+$2.75M	1.39%	15
2025 Q2	$622K	Hold	5,292	–	–	0.29%	78
2025 Q1	$622K	Sell	5,292 -253	-5%	-$32.5K	0.29%	78
2024 Q4	$703K	Sell	5,545 -193	-3%	-$24.5K	0.31%	75
2024 Q3	$673K	Sell	5,738 -9,389	-62%	-$1.05M	0.31%	80
2024 Q2	$1.67M	Sell	15,127 -4,950	-25%	-$544K	0.79%	35
2024 Q1	$2.29M	Sell	20,077 -29	-0.1%	-$3.14K	1.09%	21
2023 Q4	$2.1M	Buy	+20,106	New	+$1.91M	1.05%	22
2023 Q3	–	Sell	-16,903	Closed	-$1.63M	–	128
2023 Q2	$1.63M	Buy	+16,903	New	+$1.54M	0.87%	28
2022 Q3	–	Sell	-3,665	Closed	-$290K	–	156
2022 Q2	$290K	Buy	+3,665	New	+$319K	0.18%	119

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

Saxon Interests's IWP Position: Q1 2026 in Review

Saxon Interests reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 47% in Q1 2026, selling an estimated $708K and leaving 6,008 shares worth $770K. The position accounts for 0.27% of the portfolio, ranked #97.

Saxon Interests first reported a position in IWP in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.54M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Saxon Interests held 6,008 shares of iShares Russell Mid-Cap Growth ETF worth $770K as of Q1 2026.
Saxon Interests sold 5,235 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $708K.
iShares Russell Mid-Cap Growth ETF made up 0.27% of Saxon Interests's portfolio in Q1 2026, its #97 holding.
Saxon Interests first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 12 quarters since.
Saxon Interests's iShares Russell Mid-Cap Growth ETF position peaked at $3.54M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.