Standard Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Standard Family Office’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	$423K	Hold	3,300	–	–	0.44%	6
2025 Q4	$452K	Hold	3,300	–	–	0.48%	5
2025 Q3	$470K	Hold	3,300	–	–	0.51%	5
2025 Q2	$458K	Hold	3,300	–	–	0.54%	3
2025 Q1	$388K	Sell	3,300 -2,478	-43%	-$319K	0.51%	4
2024 Q4	$732K	Hold	5,778	–	–	0.89%	4
2024 Q3	$678K	Hold	5,778	–	–	0.82%	5
2024 Q2	$638K	Hold	5,778	–	–	0.82%	5
2024 Q1	$660K	Buy	+5,778	New	+$625K	0.88%	3

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

Standard Family Office's IWP Position: Q1 2026 in Review

Standard Family Office held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 3,300 shares worth $423K. The position accounts for 0.44% of the portfolio, ranked #6.

Standard Family Office first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $732K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Standard Family Office held 3,300 shares of iShares Russell Mid-Cap Growth ETF worth $423K as of Q1 2026.
Standard Family Office left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.44% of Standard Family Office's portfolio in Q1 2026, its #6 holding.
Standard Family Office first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Standard Family Office's iShares Russell Mid-Cap Growth ETF position peaked at $732K in Q4 2024.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Standard Family Office's 13F filing for Q1 2026, filed 14 May 2026.