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

Wealth Alliance’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 		$335K Sell
2,614
-4,432
-63% -$600K 0.03% 400
2025
Q4 		$965K Buy
7,046
+2,307
+49% +$322K 0.09% 188
2025
Q3 		$675K Buy
4,739
+2,197
+86% +$310K 0.07% 239
2025
Q2 		$352K Sell
2,542
-350
-12% -$44.3K 0.04% 362
2025
Q1 		$340K Sell
2,892
-3,437
-54% -$442K 0.04% 365
2024
Q4 		$802K Buy
6,329
+3,662
+137% +$466K 0.1% 192
2024
Q3 		$313K Sell
2,667
-1,125
-30% -$126K 0.04% 387
2024
Q2 		$418K Buy
3,792
+819
+28% +$90K 0.05% 287
2024
Q1 		$339K Buy
2,973
+395
+15% +$42.7K 0.04% 366
2023
Q4 		$269K Buy
2,578
+25
+1% +$2.37K 0.04% 413
2023
Q3 		$233K Sell
2,553
-1,272
-33% -$122K 0.04% 426
2023
Q2 		$370K Buy
3,825
+1,352
+55% +$123K 0.06% 322
2023
Q1 		$225K Sell
2,473
-3,406
-58% -$304K 0.04% 442
2022
Q4 		$491K Sell
5,879
-2,936
-33% -$247K 0.09% 239
2022
Q3 		$691K Sell
8,815
-4,936
-36% -$425K 0.14% 167
2022
Q2 		$1.09M Buy
13,751
+11,287
+458% +$983K 0.21% 109
2022
Q1 		$247K Buy
2,464
+504
+26% +$50.2K 0.05% 372
2021
Q4 		$226K Buy
+1,960
New +$229K 0.05% 397

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

Wealth Alliance's IWP Position: Q1 2026 in Review

Wealth Alliance reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 63% in Q1 2026, selling an estimated $600K and leaving 2,614 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #400.

Wealth Alliance first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q2 2022. 1,174 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Wealth Alliance held 2,614 shares of iShares Russell Mid-Cap Growth ETF worth $335K as of Q1 2026.
  • Wealth Alliance sold 4,432 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $600K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #400 holding.
  • Wealth Alliance first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealth Alliance's iShares Russell Mid-Cap Growth ETF position peaked at $1.09M in Q2 2022.
  • 1,174 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.