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

Sierra Capital’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	$2.33M	Buy	18,145 +1	+0%	+$135	0.25%	83
2025 Q4	$2.48M	Buy	18,144 +2	+0%	+$280	0.26%	73
2025 Q3	$2.58M	Buy	18,142 +2	+0%	+$283	0.28%	77
2025 Q2	$2.52M	Sell	18,140 -451	-2%	-$57.1K	0.29%	78
2025 Q1	$2.18M	Buy	18,591 +2	+0%	+$257	0.26%	82
2024 Q4	$2.36M	Buy	18,589 +2	+0%	+$254	0.28%	79
2024 Q3	$2.18M	Buy	18,587 +3	+0%	+$335	0.26%	85
2024 Q2	$2.05M	Sell	18,584 -1,135	-6%	-$125K	0.27%	81
2024 Q1	$2.25M	Sell	19,719 -58	-0.3%	-$6.28K	0.29%	76
2023 Q4	$2.07M	Buy	19,777 +89	+0.5%	+$8.44K	0.3%	75
2023 Q3	$1.8M	Hold	19,688	–	–	0.29%	77
2023 Q2	$1.9M	Buy	19,688 +15	+0.1%	+$1.37K	0.3%	75
2023 Q1	$1.79M	Sell	19,673 -1,429	-7%	-$128K	0.29%	77
2022 Q4	$1.76M	Buy	21,102 +97	+0.5%	+$8.16K	0.3%	71
2022 Q3	$1.65M	Buy	21,005 +19,680	+1,485%	+$1.69M	0.31%	66
2022 Q2	$105K	Buy	1,325 +142	+12%	+$12.4K	0.02%	264
2022 Q1	$119K	Hold	1,183	–	–	0.02%	263
2021 Q4	$136K	Hold	1,183	–	–	0.02%	265
2021 Q3	$133K	Hold	1,183	–	–	0.02%	241
2021 Q2	$134K	Hold	1,183	–	–	0.02%	220
2021 Q1	$121K	Buy	+1,183	New	+$124K	0.02%	228

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

Sierra Capital's IWP Position: Q1 2026 in Review

Sierra Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.01% in Q1 2026, buying an estimated $135 and bringing the position to 18,145 shares worth $2.33M. The position accounts for 0.25% of the portfolio, ranked #83.

Sierra Capital first reported a position in IWP in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.58M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Sierra Capital held 18,145 shares of iShares Russell Mid-Cap Growth ETF worth $2.33M as of Q1 2026.
Sierra Capital bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
iShares Russell Mid-Cap Growth ETF made up 0.25% of Sierra Capital's portfolio in Q1 2026, its #83 holding.
Sierra Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
Sierra Capital's iShares Russell Mid-Cap Growth ETF position peaked at $2.58M in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.