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

SkyOak 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 		$394K Hold
3,072
– – 0.07% 147
2025
Q4 		$421K Sell
3,072
-62
-2% -$8.66K 0.08% 143
2025
Q3 		$446K Hold
3,134
– – 0.08% 133
2025
Q2 		$435K Hold
3,134
– – 0.09% 137
2025
Q1 		$368K Sell
3,134
-111
-3% -$14.3K 0.08% 140
2024
Q4 		$411K Sell
3,245
-17
-0.5% -$2.16K 0.09% 133
2024
Q3 		$383K Hold
3,262
– – 0.08% 139
2024
Q2 		$360K Sell
3,262
-371
-10% -$40.8K 0.08% 147
2024
Q1 		$415K Buy
3,633
+113
+3% +$12.2K 0.1% 142
2023
Q4 		$368K Sell
3,520
-636
-15% -$60.3K 0.1% 146
2023
Q3 		$380K Buy
4,156
+259
+7% +$24.8K 0.11% 132
2023
Q2 		$377K Buy
3,897
+545
+16% +$49.7K 0.11% 141
2023
Q1 		$305K Sell
3,352
-52
-2% -$4.64K 0.09% 163
2022
Q4 		$285K Buy
3,404
+237
+7% +$19.9K 0.1% 165
2022
Q3 		$248K Buy
3,167
+312
+11% +$26.9K 0.09% 174
2022
Q2 		$226K Sell
2,855
-14
-0.5% -$1.22K 0.08% 180
2022
Q1 		$288K Buy
+2,869
New +$286K 0.08% 182

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SkyOak Wealth's IWP Position: Q1 2026 in Review

SkyOak Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 3,072 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #147.

SkyOak Wealth first reported a position in IWP in Q1 2022 and has held it in 17 quarters since. The position peaked at $446K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • SkyOak Wealth held 3,072 shares of iShares Russell Mid-Cap Growth ETF worth $394K as of Q1 2026.
  • SkyOak Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of SkyOak Wealth's portfolio in Q1 2026, its #147 holding.
  • SkyOak Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • SkyOak Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $446K in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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