WealthCare Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WealthCare Investment Partners’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	$628K	Buy	4,811 +43	+0.9%	+$5.82K	0.17%	107
2025 Q4	$659K	Buy	4,768 +68	+1%	+$9.5K	0.19%	101
2025 Q3	$667K	Buy	4,700 +159	+4%	+$22.5K	0.22%	95
2025 Q2	$636K	Buy	4,541 +90	+2%	+$11.4K	0.23%	87
2025 Q1	$490K	Buy	+4,451	New	+$572K	0.21%	88

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

WealthCare Investment Partners's IWP Position: Q1 2026 in Review

WealthCare Investment Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.9% in Q1 2026, buying an estimated $5.82K and bringing the position to 4,811 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #107.

WealthCare Investment Partners first reported a position in IWP in Q1 2025 and has held it in 5 quarters since. The position peaked at $667K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

WealthCare Investment Partners held 4,811 shares of iShares Russell Mid-Cap Growth ETF worth $628K as of Q1 2026.
WealthCare Investment Partners bought 43 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.82K.
iShares Russell Mid-Cap Growth ETF made up 0.17% of WealthCare Investment Partners's portfolio in Q1 2026, its #107 holding.
WealthCare Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
WealthCare Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $667K in Q3 2025.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.