Sunbelt Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sunbelt Securities’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	$825K	Buy	6,441 +2,152	+50%	+$291K	0.05%	295
2025 Q4	$587K	Sell	4,289 -10	-0.2%	-$1.4K	0.04%	356
2025 Q3	$612K	Buy	4,299 +3,043	+242%	+$430K	0.04%	337
2025 Q2	$159K	Hold	1,256	–	–	0.01%	648
2025 Q1	$148K	Hold	1,256	–	–	0.01%	640
2024 Q4	$160K	Buy	1,256 +314	+33%	+$39.9K	0.01%	649
2024 Q3	$110K	Buy	942 +70	+8%	+$7.83K	0.01%	741
2024 Q2	$96.2K	Hold	872	–	–	0.01%	740
2024 Q1	$99.5K	Hold	872	–	–	0.01%	714
2023 Q4	$91.1K	Hold	872	–	–	0.01%	692
2023 Q3	$79.7K	Sell	872 -574	-40%	-$54.9K	0.01%	703
2023 Q2	$140K	Buy	1,446 +1	+0.1%	+$91	0.02%	552
2023 Q1	$129K	Buy	+1,445	New	+$129K	0.02%	523

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

Sunbelt Securities's IWP Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 50% in Q1 2026, buying an estimated $291K and bringing the position to 6,441 shares worth $825K. The position accounts for 0.05% of the portfolio, ranked #295.

Sunbelt Securities first reported a position in IWP in Q1 2023 and has held it in 13 quarters since. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Sunbelt Securities held 6,441 shares of iShares Russell Mid-Cap Growth ETF worth $825K as of Q1 2026.
Sunbelt Securities bought 2,152 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $291K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #295 holding.
Sunbelt Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.