Strategic Blueprint’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategic Blueprint’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	$1.31M	Buy	10,212 +5,461	+115%	+$739K	0.08%	240
2025 Q4	$651K	Sell	4,751 -192	-4%	-$26.8K	0.04%	354
2025 Q3	$704K	Buy	4,943 +3,349	+210%	+$473K	0.03%	406
2025 Q2	$221K	Buy	+1,594	New	+$202K	0.01%	637
2021 Q3	–	Sell	-112	Closed	-$13K	–	861
2021 Q2	$13K	Buy	+112	New	+$12K	﹤0.01%	912
2019 Q4	–	Sell	-1,294	Closed	-$91K	–	265
2019 Q3	$91K	Buy	+1,294	New	+$93K	0.07%	117

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

Strategic Blueprint's IWP Position: Q1 2026 in Review

Strategic Blueprint increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 115% in Q1 2026, buying an estimated $739K and bringing the position to 10,212 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #240.

Strategic Blueprint first reported a position in IWP in Q3 2019 and has held it in 6 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Strategic Blueprint held 10,212 shares of iShares Russell Mid-Cap Growth ETF worth $1.31M as of Q1 2026.
Strategic Blueprint bought 5,461 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $739K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Strategic Blueprint's portfolio in Q1 2026, its #240 holding.
Strategic Blueprint first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and has held it in 6 quarters since.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.