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

Steelhead Wealth Management’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	$326K	Buy	+2,549	New	+$345K	0.17%	67

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 $424B AUM 22.96% 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

Steelhead Wealth Management's IWP Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026: 2,549 shares worth $326K. The stake represents 0.17% of the portfolio and ranks #67 among its holdings.

1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Steelhead Wealth Management held 2,549 shares of iShares Russell Mid-Cap Growth ETF worth $326K as of Q1 2026.
iShares Russell Mid-Cap Growth ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Steelhead Wealth Management's portfolio in Q1 2026, its #67 holding.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.