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

Snowden Capital Advisors’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	–	Sell	-3,908	Closed	-$535K	–	1322
2025 Q4	$535K	Buy	+3,908	New	+$546K	0.01%	769
2025 Q1	–	Sell	-2,694	Closed	-$341K	–	1235
2024 Q4	$341K	Buy	+2,694	New	+$342K	0.01%	927
2023 Q3	–	Sell	-2,378	Closed	-$230K	–	1121
2023 Q2	$230K	Sell	2,378 -57	-2%	-$5.19K	0.01%	1052
2023 Q1	$222K	Sell	2,435 -7,912	-76%	-$706K	0.01%	1049
2022 Q4	$865K	Buy	+10,347	New	+$871K	0.04%	482
2022 Q1	–	Sell	-558	Closed	-$64K	–	1551
2021 Q4	$64K	Buy	+558	New	+$65.1K	﹤0.01%	967
2019 Q1	–	Sell	-6,730	Closed	-$383K	–	504
2018 Q4	$383K	Buy	+6,730	New	+$409K	0.05%	334

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Snowden Capital Advisors's IWP Position: Q1 2026 in Review

Snowden Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 3,908 shares — an estimated $535K sold.

Snowden Capital Advisors first reported a position in IWP in Q4 2018 and held it in 7 quarters. The position peaked at $865K in Q4 2022. 1,179 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Snowden Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Snowden Capital Advisors sold 3,908 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $535K.
Snowden Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 7 quarters.
Snowden Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $865K in Q4 2022.
1,179 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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