Towercrest Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Towercrest Capital Management’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	$302K	Hold	2,360	–	–	0.05%	84
2025 Q4	$323K	Hold	2,360	–	–	0.05%	82
2025 Q3	$336K	Hold	2,360	–	–	0.05%	81
2025 Q2	$327K	Hold	2,360	–	–	0.06%	77
2025 Q1	$277K	Sell	2,360 -1,128	-32%	-$145K	0.05%	79
2024 Q4	$442K	Hold	3,488	–	–	0.07%	72
2024 Q3	$409K	Buy	3,488 +562	+19%	+$62.8K	0.07%	79
2024 Q2	$323K	Buy	2,926 +979	+50%	+$108K	0.05%	89
2024 Q1	$222K	Sell	1,947 -183	-9%	-$19.8K	0.04%	103
2023 Q4	$223K	Sell	2,130 -225	-10%	-$21.3K	0.04%	97
2023 Q3	$215K	Buy	2,355 +91	+4%	+$8.7K	0.04%	98
2023 Q2	$219K	Buy	+2,264	New	+$206K	0.04%	101

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 $424B AUM 22.94% 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

Towercrest Capital Management's IWP Position: Q1 2026 in Review

Towercrest Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,360 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #84.

Towercrest Capital Management first reported a position in IWP in Q2 2023 and has held it in 12 quarters since. The position peaked at $442K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Towercrest Capital Management held 2,360 shares of iShares Russell Mid-Cap Growth ETF worth $302K as of Q1 2026.
Towercrest Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Towercrest Capital Management's portfolio in Q1 2026, its #84 holding.
Towercrest Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Towercrest Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $442K in Q4 2024.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.