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

ViaWealth’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	$543K	Hold	4,236	–	–	0.3%	96
2025 Q4	$580K	Sell	4,236 -850	-17%	-$119K	0.33%	86
2025 Q3	$724K	Hold	5,086	–	–	0.4%	78
2025 Q2	$705K	Hold	5,086	–	–	0.42%	79
2025 Q1	$598K	Hold	5,086	–	–	0.37%	84
2024 Q4	$645K	Hold	5,086	–	–	0.39%	80
2024 Q3	$597K	Hold	5,086	–	–	0.35%	94
2024 Q2	$561K	Hold	5,086	–	–	0.35%	89
2024 Q1	$581K	Hold	5,086	–	–	0.36%	89
2023 Q4	$531K	Hold	5,086	–	–	0.37%	93
2023 Q3	$465K	Hold	5,086	–	–	0.34%	97
2023 Q2	$491K	Hold	5,086	–	–	0.37%	94
2023 Q1	$463K	Hold	5,086	–	–	0.37%	97
2022 Q4	$432K	Buy	+5,086	New	+$428K	0.36%	100

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

ViaWealth's IWP Position: Q1 2026 in Review

ViaWealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 4,236 shares worth $543K. The position accounts for 0.3% of the portfolio, ranked #96.

ViaWealth first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $724K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

ViaWealth held 4,236 shares of iShares Russell Mid-Cap Growth ETF worth $543K as of Q1 2026.
ViaWealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.3% of ViaWealth's portfolio in Q1 2026, its #96 holding.
ViaWealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's iShares Russell Mid-Cap Growth ETF position peaked at $724K in Q3 2025.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.