Sterling Manor Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sterling Manor 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	$7.52M	Buy	58,718 +794	+1%	+$107K	4.71%	12
2025 Q4	$7.93M	Buy	57,924 +104	+0.2%	+$14.5K	4.95%	11
2025 Q3	$8.23M	Sell	57,820 -7,934	-12%	-$1.12M	5.19%	10
2025 Q2	$9.12M	Sell	65,754 -4,991	-7%	-$631K	6.08%	7
2025 Q1	$8.31M	Sell	70,745 -31,530	-31%	-$4.05M	5.94%	7
2024 Q4	$13M	Sell	102,275 -4,371	-4%	-$556K	9.04%	4
2024 Q3	$12.5M	Sell	106,646 -61,843	-37%	-$6.91M	8.47%	4
2024 Q2	$18.6M	Buy	168,489 +25,790	+18%	+$2.83M	14.15%	2
2024 Q1	$16.3M	Sell	142,699 -20,805	-13%	-$2.25M	12.23%	2
2023 Q4	$17.1M	Sell	163,504 -1,965	-1%	-$186K	14.46%	1
2023 Q3	$15.1M	Buy	165,469 +8,294	+5%	+$793K	13.69%	1
2023 Q2	$15.2M	Buy	+157,175	New	+$14.3M	12.82%	1

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

Sterling Manor Financial's IWP Position: Q1 2026 in Review

Sterling Manor Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.4% in Q1 2026, buying an estimated $107K and bringing the position to 58,718 shares worth $7.52M. The position accounts for 4.71% of the portfolio, ranked #12.

Sterling Manor Financial first reported a position in IWP in Q2 2023 and has held it in 12 quarters since. The position peaked at $18.6M in Q2 2024. 1,176 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Sterling Manor Financial held 58,718 shares of iShares Russell Mid-Cap Growth ETF worth $7.52M as of Q1 2026.
Sterling Manor Financial bought 794 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $107K.
iShares Russell Mid-Cap Growth ETF made up 4.71% of Sterling Manor Financial's portfolio in Q1 2026, its #12 holding.
Sterling Manor Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Sterling Manor Financial's iShares Russell Mid-Cap Growth ETF position peaked at $18.6M in Q2 2024.
1,176 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.