Valued Retirements’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Valued Retirements’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	$1M	Sell	7,816 -584	-7%	-$79K	0.98%	28
2025 Q4	$1.15M	Buy	8,400 +1,194	+17%	+$167K	1.12%	24
2025 Q3	$999K	Hold	7,206	–	–	1.13%	25
2025 Q2	$999K	Sell	7,206 -2,340	-25%	-$296K	1.13%	25
2025 Q1	$1.12M	Buy	9,546 +2,317	+32%	+$298K	1.47%	20
2024 Q4	$916K	Buy	7,229 +153	+2%	+$19.4K	1.23%	21
2024 Q3	$830K	Buy	7,076 +453	+7%	+$50.7K	1.14%	22
2024 Q2	$731K	Buy	6,623 +3,891	+142%	+$427K	1.11%	21
2024 Q1	$312K	Buy	2,732 +1	+0%	+$108	0.5%	45
2023 Q4	$285K	Buy	+2,731	New	+$259K	0.49%	46

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

Valued Retirements's IWP Position: Q1 2026 in Review

Valued Retirements reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7% in Q1 2026, selling an estimated $79K and leaving 7,816 shares worth $1M. The position accounts for 0.98% of the portfolio, ranked #28.

Valued Retirements first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Valued Retirements held 7,816 shares of iShares Russell Mid-Cap Growth ETF worth $1M as of Q1 2026.
Valued Retirements sold 584 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $79K.
iShares Russell Mid-Cap Growth ETF made up 0.98% of Valued Retirements's portfolio in Q1 2026, its #28 holding.
Valued Retirements first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's iShares Russell Mid-Cap Growth ETF position peaked at $1.15M in Q4 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.