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

WealthPLAN 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	–	Sell	-5,020	Closed	-$687K	–	241
2025 Q4	$687K	Sell	5,020 -105	-2%	-$14.7K	0.1%	153
2025 Q3	$730K	Sell	5,125 -258	-5%	-$36.5K	0.11%	147
2025 Q2	$747K	Buy	5,383 +442	+9%	+$55.9K	0.12%	144
2025 Q1	$581K	Buy	4,941 +247	+5%	+$31.8K	0.08%	159
2024 Q4	$595K	Sell	4,694 -511	-10%	-$65K	0.08%	157
2024 Q3	$610K	Hold	5,205	–	–	0.08%	161
2024 Q2	$574K	Sell	5,205 -61	-1%	-$6.7K	0.06%	194
2024 Q1	$601K	Hold	5,266	–	–	0.06%	186
2023 Q4	$550K	Hold	5,266	–	–	0.06%	212
2023 Q3	$481K	Hold	5,266	–	–	0.06%	206
2023 Q2	$509K	Buy	5,266 +55	+1%	+$5.01K	0.07%	189
2023 Q1	$474K	Sell	5,211 -1,390	-21%	-$124K	0.05%	206
2022 Q4	$616K	Buy	+6,601	New	+$556K	0.04%	228
2022 Q1	$260K	Buy	2,912 +505	+21%	+$50.3K	0.02%	341
2021 Q4	$241K	Buy	+2,407	New	+$281K	0.02%	349
2017 Q2	–	Sell	-176	Closed	-$8.99K	–	303
2017 Q1	$8.99K	Buy	+176	New	+$8.98K	0.03%	283
2016 Q3	$41.2K	Sell	854 -1,092	-56%	-$53K	0.01%	369
2016 Q2	$22.9K	Buy	+1,946	New	+$90K	﹤0.01%	1333
2015 Q4	$17.3K	Buy	+376	New	+$17.5K	﹤0.01%	968

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthPLAN Partners's IWP Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 5,020 shares — an estimated $687K sold.

WealthPLAN Partners first reported a position in IWP in Q4 2015 and held it in 19 quarters. The position peaked at $747K in Q2 2025. 1,179 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

WealthPLAN Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 5,020 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $687K.
WealthPLAN Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and held it in 19 quarters.
WealthPLAN Partners's iShares Russell Mid-Cap Growth ETF position peaked at $747K in Q2 2025.
1,179 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.