Stage Harbor Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stage Harbor Financial’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	$937K	Buy	7,315 +3,524	+93%	+$477K	0.62%	25
2025 Q4	$519K	Buy	3,791 +1,516	+67%	+$212K	0.35%	35
2025 Q3	$324K	Sell	2,275 -65	-3%	-$9.19K	0.24%	45
2025 Q2	$325K	Hold	2,340	–	–	0.26%	41
2025 Q1	$275K	Sell	2,340 -168	-7%	-$21.6K	0.23%	49
2024 Q4	$318K	Buy	2,508 +168	+7%	+$21.4K	0.28%	42
2024 Q3	$284K	Hold	2,340	–	–	0.26%	38
2024 Q2	$258K	Hold	2,340	–	–	0.25%	33
2024 Q1	$267K	Sell	2,340 -279	-11%	-$30.2K	0.24%	37
2023 Q4	$274K	Buy	+2,619	New	+$248K	0.26%	33

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

Stage Harbor Financial's IWP Position: Q1 2026 in Review

Stage Harbor Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 93% in Q1 2026, buying an estimated $477K and bringing the position to 7,315 shares worth $937K. The position accounts for 0.62% of the portfolio, ranked #25.

Stage Harbor Financial first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Stage Harbor Financial held 7,315 shares of iShares Russell Mid-Cap Growth ETF worth $937K as of Q1 2026.
Stage Harbor Financial bought 3,524 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $477K.
iShares Russell Mid-Cap Growth ETF made up 0.62% of Stage Harbor Financial's portfolio in Q1 2026, its #25 holding.
Stage Harbor Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.