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StoneX Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

StoneX Group’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 		$635K Sell
4,957
-8,447
-63% -$1.14M 0.03% 361
2025
Q4 		$1.85M Buy
13,404
+776
+6% +$108K 0.08% 198
2025
Q3 		$1.8M Buy
12,628
+358
+3% +$50.6K 0.08% 215
2025
Q2 		$1.7M Buy
12,270
+599
+5% +$75.8K 0.08% 212
2025
Q1 		$1.37M Buy
11,671
+995
+9% +$128K 0.08% 232
2024
Q4 		$1.35M Buy
+10,676
New +$1.36M 0.07% 225
2024
Q3 		– Sell
-9,641
Closed -$1.06M – 443
2024
Q2 		$1.06M Buy
+9,641
New +$1.06M 0.5% 43
2023
Q1 		– Sell
-13,624
Closed -$1.14M – 582
2022
Q4 		$1.14M Buy
13,624
+386
+3% +$32.5K 0.17% 96
2022
Q3 		$1.04M Sell
13,238
-296
-2% -$25.5K 0.19% 93
2022
Q2 		$1.07M Buy
13,534
+525
+4% +$45.7K 0.18% 95
2022
Q1 		$1.31M Buy
13,009
+810
+7% +$80.7K 0.12% 139
2021
Q4 		$1.41M Buy
12,199
+634
+5% +$73.9K 0.16% 129
2021
Q3 		$1.3M Sell
11,565
-110
-0.9% -$12.7K 0.19% 119
2021
Q2 		$1.32M Sell
11,675
-166
-1% -$17.7K 0.2% 110
2021
Q1 		$1.21M Buy
11,841
+643
+6% +$67.2K 0.22% 90
2020
Q4 		$1.15M Buy
11,198
+966
+9% +$91.9K 0.25% 76
2020
Q3 		$884K Buy
10,232
+602
+6% +$50.8K 0.28% 88
2020
Q2 		$761K Buy
9,630
+5,196
+117% +$377K 0.29% 95
2020
Q1 		$270K Buy
+4,434
New +$323K 0.14% 191

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

StoneX Group's IWP Position: Q1 2026 in Review

StoneX Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 63% in Q1 2026, selling an estimated $1.14M and leaving 4,957 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #361.

StoneX Group first reported a position in IWP in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.85M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • StoneX Group held 4,957 shares of iShares Russell Mid-Cap Growth ETF worth $635K as of Q1 2026.
  • StoneX Group sold 8,447 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.14M.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of StoneX Group's portfolio in Q1 2026, its #361 holding.
  • StoneX Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 19 quarters since.
  • StoneX Group's iShares Russell Mid-Cap Growth ETF position peaked at $1.85M in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.