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

Vise Technologies’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 		$1.09M Hold
7,933
– – 0.02% 559
2025
Q4 		$1.09M Buy
7,933
+1,634
+26% +$228K 0.02% 563
2025
Q3 		$897K Buy
+6,299
New +$890K 0.03% 454

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

Vise Technologies's IWP Position: Q1 2026 in Review

Vise Technologies held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 7,933 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #559.

Vise Technologies first reported a position in IWP in Q3 2025 and has held it in 3 quarters since. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Vise Technologies held 7,933 shares of iShares Russell Mid-Cap Growth ETF worth $1.09M as of Q1 2026.
  • Vise Technologies left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #559 holding.
  • Vise Technologies first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.