Transcend Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Transcend Capital 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	$1.21M	Buy	9,431 +999	+12%	+$135K	0.1%	206
2025 Q4	$1.15M	Sell	8,432 -158	-2%	-$22.1K	0.09%	208
2025 Q3	$1.22M	Buy	8,590 +361	+4%	+$51K	0.09%	217
2025 Q2	$1.14M	Buy	8,229 +377	+5%	+$47.7K	0.09%	210
2025 Q1	$923K	Buy	7,852 +139	+2%	+$17.9K	0.07%	264
2024 Q4	$978K	Sell	7,713 -75	-1%	-$9.53K	0.07%	242
2024 Q3	$913K	Sell	7,788 -114	-1%	-$12.7K	0.06%	277
2024 Q2	$872K	Sell	7,902 -30	-0.4%	-$3.3K	0.06%	273
2024 Q1	$905K	Buy	7,932 +3,304	+71%	+$357K	0.07%	246
2023 Q4	$483K	Sell	4,628 -160	-3%	-$15.2K	0.04%	310
2023 Q3	$437K	Sell	4,788 -80	-2%	-$7.65K	0.04%	312
2023 Q2	$470K	Buy	4,868 +343	+8%	+$31.3K	0.04%	309
2023 Q1	$412K	Sell	4,525 -405	-8%	-$36.1K	0.04%	317
2022 Q4	$412K	Buy	4,930 +173	+4%	+$14.6K	0.04%	312
2022 Q3	$373K	Buy	4,757 +569	+14%	+$49K	0.04%	326
2022 Q2	$332K	Sell	4,188 -57	-1%	-$4.96K	0.03%	358
2022 Q1	$427K	Buy	+4,245	New	+$423K	0.04%	341

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

Transcend Capital Advisors's IWP Position: Q1 2026 in Review

Transcend Capital Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q1 2026, buying an estimated $135K and bringing the position to 9,431 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #206.

Transcend Capital Advisors first reported a position in IWP in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Transcend Capital Advisors held 9,431 shares of iShares Russell Mid-Cap Growth ETF worth $1.21M as of Q1 2026.
Transcend Capital Advisors bought 999 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $135K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Transcend Capital Advisors's portfolio in Q1 2026, its #206 holding.
Transcend Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
Transcend Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.22M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.