Strategies Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Strategies Wealth Advisors’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	$445K	Buy	3,470 +1	+0%	+$135	0.04%	110
2025 Q4	$475K	Buy	3,469 +1	+0%	+$140	0.05%	102
2025 Q3	$494K	Hold	3,468	–	–	0.05%	107
2025 Q2	$481K	Sell	3,468 -582	-14%	-$73.6K	0.05%	106
2025 Q1	$476K	Buy	+4,050	New	+$521K	0.06%	95

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

Strategies Wealth Advisors's IWP Position: Q1 2026 in Review

Strategies Wealth Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q1 2026, buying an estimated $135 and bringing the position to 3,470 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #110.

Strategies Wealth Advisors first reported a position in IWP in Q1 2025 and has held it in 5 quarters since. The position peaked at $494K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Strategies Wealth Advisors held 3,470 shares of iShares Russell Mid-Cap Growth ETF worth $445K as of Q1 2026.
Strategies Wealth Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #110 holding.
Strategies Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Strategies Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $494K in Q3 2025.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.