True Link Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

True Link Financial 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	$992K	Sell	7,740 -354	-4%	-$47.9K	0.06%	30
2025 Q4	$1.11M	Hold	8,094	–	–	0.07%	37
2025 Q3	$1.15M	Sell	8,094 -1,423	-15%	-$201K	0.07%	35
2025 Q2	$1.32M	Hold	9,517	–	–	0.09%	33
2025 Q1	$1.12M	Buy	+9,517	New	+$1.22M	0.08%	32

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

True Link Financial Advisors's IWP Position: Q1 2026 in Review

True Link Financial Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.4% in Q1 2026, selling an estimated $47.9K and leaving 7,740 shares worth $992K. The position accounts for 0.06% of the portfolio, ranked #30.

True Link Financial Advisors first reported a position in IWP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q2 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

True Link Financial Advisors held 7,740 shares of iShares Russell Mid-Cap Growth ETF worth $992K as of Q1 2026.
True Link Financial Advisors sold 354 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $47.9K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of True Link Financial Advisors's portfolio in Q1 2026, its #30 holding.
True Link Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
True Link Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.32M in Q2 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.