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

Strategic Financial Concepts’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	$856K	Buy	+6,682	New	+$904K	0.21%	110
2025 Q4	–	Sell	-5,601	Closed	-$798K	–	204
2025 Q3	$798K	Sell	5,601 -151	-3%	-$21.3K	0.12%	97
2025 Q2	$798K	Sell	5,752 -347	-6%	-$43.9K	0.11%	105
2025 Q1	$717K	Sell	6,099 -76	-1%	-$9.77K	0.13%	150
2024 Q4	$783K	Buy	6,175 +291	+5%	+$37K	0.15%	139
2024 Q3	$690K	Sell	5,884 -632,360	-99%	-$70.7M	0.22%	95
2024 Q2	$57.3K	Buy	638,244 +632,241	+10,532%	+$69.5M	0.03%	233
2024 Q1	$685K	Buy	+6,003	New	+$649K	0.17%	136
2023 Q4	–	Sell	-6,215	Closed	-$568K	–	204
2023 Q3	$568K	Buy	6,215 +1,707	+38%	+$163K	0.19%	129
2023 Q2	$436K	Buy	4,508 +80	+2%	+$7.29K	0.16%	136
2023 Q1	$403K	Buy	+4,428	New	+$395K	0.16%	132

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 Financial Concepts's IWP Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026: 6,682 shares worth $856K. The stake represents 0.21% of the portfolio and ranks #110 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in IWP as recently as Q3 2025.

Strategic Financial Concepts first reported a position in IWP in Q1 2023 and has held it in 11 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Strategic Financial Concepts held 6,682 shares of iShares Russell Mid-Cap Growth ETF worth $856K as of Q1 2026.
iShares Russell Mid-Cap Growth ETF was a new Strategic Financial Concepts position in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.21% of Strategic Financial Concepts's portfolio in Q1 2026, its #110 holding.
Strategic Financial Concepts first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 11 quarters since.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.