TWP
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Triad Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Triad Wealth Partners’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 		$268K Buy
+2,094
New +$283K 0.02% 414
2024
Q3 		– Sell
-102
Closed -$11.3K – 475
2024
Q2 		$11.3K Buy
+102
New +$11.2K 0.01% 442

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Triad Wealth Partners's IWP Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026: 2,094 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #414 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in IWP as recently as Q2 2024.

Triad Wealth Partners first reported a position in IWP in Q2 2024 and has held it in 2 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Triad Wealth Partners held 2,094 shares of iShares Russell Mid-Cap Growth ETF worth $268K as of Q1 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Triad Wealth Partners position in Q1 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #414 holding.
  • Triad Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.