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Stephens Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stephens Inc’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 		$67.1M Sell
523,361
-26,503
-5% -$3.59M 0.84% 19
2025
Q4 		$75.3M Buy
549,864
+4,924
+0.9% +$688K 0.94% 17
2025
Q3 		$77.6M Buy
544,940
+2,448
+0.5% +$346K 0.99% 16
2025
Q2 		$75.2M Buy
542,492
+10,656
+2% +$1.35M 1.03% 14
2025
Q1 		$62.5M Buy
531,836
+40,332
+8% +$5.18M 0.92% 15
2024
Q4 		$62.3M Sell
491,504
-10,656
-2% -$1.35M 0.87% 18
2024
Q3 		$58.9M Buy
502,160
+1,475
+0.3% +$165K 0.84% 18
2024
Q2 		$55.3M Buy
500,685
+2,218
+0.4% +$244K 0.84% 17
2024
Q1 		$56.9M Buy
498,467
+122,340
+33% +$13.2M 0.88% 16
2023
Q4 		$39.3M Buy
376,127
+25,005
+7% +$2.37M 0.68% 26
2023
Q3 		$32.1M Buy
351,122
+18
+0% +$1.72K 0.61% 35
2023
Q2 		$33.9M Sell
351,104
-2,272
-0.6% -$207K 0.61% 32
2023
Q1 		$32.2M Sell
353,376
-172,415
-33% -$15.4M 0.62% 32
2022
Q4 		$44M Buy
525,791
+4,497
+0.9% +$378K 0.9% 13
2022
Q3 		$40.9M Sell
521,294
-18,236
-3% -$1.57M 0.87% 15
2022
Q2 		$42.7M Sell
539,530
-65,948
-11% -$5.74M 0.86% 15
2022
Q1 		$60.9M Sell
605,478
-22,064
-4% -$2.2M 0.99% 12
2021
Q4 		$72.3M Sell
627,542
-52,402
-8% -$6.11M 1.09% 12
2021
Q3 		$76.2M Buy
679,944
+24,088
+4% +$2.77M 1.18% 11
2021
Q2 		$74.2M Buy
655,856
+27,872
+4% +$2.98M 1.11% 12
2021
Q1 		$64.1M Buy
627,984
+8,368
+1% +$875K 1.05% 12
2020
Q4 		$63.6M Sell
619,616
-246,740
-28% -$23.5M 1.14% 15
2020
Q3 		$74.9M Sell
866,356
-68,430
-7% -$5.78M 1.47% 13
2020
Q2 		$73.9M Sell
934,786
-24,554
-3% -$1.78M 1.59% 12
2020
Q1 		$58.3M Buy
959,340
+163,698
+21% +$11.9M 1.55% 11
2019
Q4 		$60.7M Sell
795,642
-27,360
-3% -$2.01M 1.27% 9
2019
Q3 		$58.2M Buy
823,002
+6,012
+0.7% +$432K 1.28% 8
2019
Q2 		$58.2M Sell
816,990
-238,742
-23% -$16.6M 1.32% 7
2019
Q1 		$71.6M Buy
1,055,732
+208
+0% +$13.4K 1.7% 5
2018
Q4 		$60M Sell
1,055,524
-49,540
-4% -$3.01M 1.7% 5
2018
Q3 		$74.9M Sell
1,105,064
-65,006
-6% -$4.32M 1.86% 4
2018
Q2 		$74.1M Buy
1,170,070
+268,582
+30% +$16.9M 2.24% 4
2018
Q1 		$55.4M Buy
901,488
+51,696
+6% +$3.23M 2.07% 5
2017
Q4 		$51.3M Sell
849,792
-636,112
-43% -$37.4M 1.92% 5
2017
Q3 		$84.1M Sell
1,485,904
-18,614
-1% -$1.02M 3.04% 4
2017
Q2 		$81.3M Buy
1,504,518
+131,220
+10% +$6.98M 2.79% 4
2017
Q1 		$71.2M Sell
1,373,298
-216,514
-14% -$11.1M 2.59% 4
2016
Q4 		$77.4M Sell
1,589,812
-12,502
-0.8% -$603K 3.16% 4
2016
Q3 		$78M Sell
1,602,314
-16,762
-1% -$813K 3.42% 4
2016
Q2 		$75.8M Sell
1,619,076
-25,888
-2% -$1.2M 3.38% 4
2016
Q1 		$75.8M Buy
1,644,964
+432,494
+36% +$18.7M 3.71% 4
2015
Q4 		$55.7M Sell
1,212,470
-86,712
-7% -$4.03M 2.79% 5
2015
Q3 		$57.6M Buy
1,299,182
+256,602
+25% +$12.2M 3% 5
2015
Q2 		$50.5M Sell
1,042,580
-314,432
-23% -$15.5M 2.29% 6
2015
Q1 		$66.4M Sell
1,357,012
-53,928
-4% -$2.57M 3.03% 5
2014
Q4 		$65.8M Buy
1,410,940
+51,168
+4% +$2.31M 3.11% 5
2014
Q3 		$60.1M Sell
1,359,772
-60,584
-4% -$2.7M 2.97% 5
2014
Q2 		$63.6M Buy
1,420,356
+23,068
+2% +$991K 3.2% 5
2014
Q1 		$59.9M Buy
1,397,288
+217,456
+18% +$9.26M 3.27% 5
2013
Q4 		$49.8M Buy
1,179,832
+83,630
+8% +$3.38M 2.47% 8
2013
Q3 		$42.9M Sell
1,096,202
-510,462
-32% -$19.5M 2.31% 8
2013
Q2 		$57.6M Buy
+1,606,664
New +$57.4M 3.22% 5

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

Stephens Inc's IWP Position: Q1 2026 in Review

Stephens Inc reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.8% in Q1 2026, selling an estimated $3.59M and leaving 523,361 shares worth $67.1M. The position accounts for 0.84% of the portfolio, ranked #19.

Stephens Inc first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $84.1M in Q3 2017. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Stephens Inc held 523,361 shares of iShares Russell Mid-Cap Growth ETF worth $67.1M as of Q1 2026.
  • Stephens Inc sold 26,503 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.59M.
  • iShares Russell Mid-Cap Growth ETF made up 0.84% of Stephens Inc's portfolio in Q1 2026, its #19 holding.
  • Stephens Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Stephens Inc's iShares Russell Mid-Cap Growth ETF position peaked at $84.1M in Q3 2017.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.