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

Simplicity Wealth’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	$2.25M	Buy	17,530 +1,598	+10%	+$216K	0.13%	164
2025 Q4	$2.18M	Buy	15,932 +2,736	+21%	+$382K	0.13%	171
2025 Q3	$1.88M	Sell	13,196 -26,522	-67%	-$3.75M	0.11%	195
2025 Q2	$5.51M	Buy	39,718 +18,955	+91%	+$2.4M	0.23%	97
2025 Q1	$2.44M	Buy	20,763 +17,697	+577%	+$2.28M	0.19%	132
2024 Q4	$389K	Sell	3,066 -24,024	-89%	-$3.05M	0.08%	197
2024 Q3	$3.18M	Sell	27,090 -30,978	-53%	-$3.46M	0.29%	78
2024 Q2	$6.41M	Sell	58,068 -13,549	-19%	-$1.49M	0.14%	148
2024 Q1	$8.17M	Buy	71,617 +26,527	+59%	+$2.87M	0.19%	105
2023 Q4	$4.71M	Buy	45,090 +19,733	+78%	+$1.87M	1.82%	14
2023 Q3	$2.32M	Sell	25,357 -8,058	-24%	-$770K	1.36%	16
2023 Q2	$3.23M	Sell	33,415 -2,473	-7%	-$225K	2.01%	15
2023 Q1	$3.27M	Buy	35,888 +10,339	+40%	+$923K	2.17%	15
2022 Q4	$2.14M	Buy	+25,549	New	+$2.15M	1.89%	17

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

Simplicity Wealth's IWP Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q1 2026, buying an estimated $216K and bringing the position to 17,530 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #164.

Simplicity Wealth first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.17M in Q1 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Simplicity Wealth held 17,530 shares of iShares Russell Mid-Cap Growth ETF worth $2.25M as of Q1 2026.
Simplicity Wealth bought 1,598 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $216K.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Simplicity Wealth's portfolio in Q1 2026, its #164 holding.
Simplicity Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Simplicity Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $8.17M in Q1 2024.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.