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

Wedgewood Investors’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	$804K	Sell	6,273 -141	-2%	-$19.1K	0.92%	35
2025 Q4	$878K	Sell	6,414 -680	-10%	-$95K	1%	28
2025 Q3	$1.01M	Sell	7,094 -62	-0.9%	-$8.76K	1.11%	27
2025 Q2	$992K	Sell	7,156 -93	-1%	-$11.8K	1.14%	25
2025 Q1	$852K	Hold	7,249	–	–	1.01%	31
2024 Q4	$919K	Hold	7,249	–	–	1.08%	28
2024 Q3	$850K	Sell	7,249 -305	-4%	-$34.1K	0.93%	30
2024 Q2	$834K	Buy	+7,554	New	+$830K	0.99%	29
2023 Q4	$1.1M	Hold	10,575	–	–	1.37%	14
2023 Q3	$966K	Sell	10,575 -644	-6%	-$61.6K	1.31%	18
2023 Q2	$1.08M	Hold	11,219	–	–	1.39%	19
2023 Q1	$1.02M	Sell	11,219 -176	-2%	-$15.7K	1.34%	21
2022 Q4	$953K	Hold	11,395	–	–	1.26%	23
2022 Q3	$894K	Hold	11,395	–	–	1.37%	19
2022 Q2	$903K	Hold	11,395	–	–	1.28%	26
2022 Q1	$1.15M	Sell	11,395 -300	-3%	-$29.9K	1.38%	21
2021 Q4	$1.35M	Hold	11,695	–	–	1.59%	15
2021 Q3	$1.31M	Sell	11,695 -100	-0.8%	-$11.5K	1.7%	14
2021 Q2	$1.33M	Sell	11,795 -21	-0.2%	-$2.24K	1.68%	13
2021 Q1	$1.21M	Hold	11,816	–	–	1.51%	18
2020 Q4	$1.21M	Hold	11,816	–	–	1.58%	14
2020 Q3	$1.02M	Sell	11,816 -1,212	-9%	-$102K	1.53%	15
2020 Q2	$1.03M	Hold	13,028	–	–	1.66%	14
2020 Q1	$792K	Sell	13,028 -600	-4%	-$43.7K	1.53%	17
2019 Q4	$1.04M	Hold	13,628	–	–	1.49%	18
2019 Q3	$963K	Hold	13,628	–	–	1.44%	19
2019 Q2	$972K	Hold	13,628	–	–	1.39%	19
2019 Q1	$924K	Hold	13,628	–	–	1.43%	19
2018 Q4	$775K	Hold	13,628	–	–	1.41%	22
2018 Q3	$924K	Hold	13,628	–	–	1.46%	20
2018 Q2	$864K	Hold	13,628	–	–	1.48%	20
2018 Q1	$838K	Hold	13,628	–	–	0.72%	36
2017 Q4	$822K	Sell	13,628 -134	-1%	-$7.88K	0.67%	37
2017 Q3	$779K	Hold	13,762	–	–	0.66%	39
2017 Q2	$744K	Hold	13,762	–	–	0.64%	41
2017 Q1	$714K	Hold	13,762	–	–	0.62%	39
2016 Q4	$670K	Hold	13,762	–	–	0.62%	39
2016 Q3	$670K	Hold	13,762	–	–	0.63%	40
2016 Q2	$644K	Sell	13,762 -2,080	-13%	-$96.2K	0.61%	41
2016 Q1	$730K	Sell	15,842 -822	-5%	-$35.5K	0.73%	32
2015 Q4	$766K	Hold	16,664	–	–	0.77%	31
2015 Q3	$738K	Hold	16,664	–	–	0.75%	31
2015 Q2	$807K	Hold	16,664	–	–	0.77%	34
2015 Q1	$816K	Buy	16,664 +80	+0.5%	+$3.82K	0.79%	34
2014 Q4	$773K	Buy	16,584 +200	+1%	+$9.04K	0.77%	33
2014 Q3	$724K	Sell	16,384 -798	-5%	-$35.6K	0.75%	34
2014 Q2	$769K	Sell	17,182 -400	-2%	-$17.2K	0.79%	35
2014 Q1	$754K	Hold	17,582	–	–	0.81%	33
2013 Q4	$742K	Hold	17,582	–	–	0.83%	30
2013 Q3	$687K	Sell	17,582 -600	-3%	-$22.9K	0.82%	31
2013 Q2	$652K	Buy	+18,182	New	+$650K	0.84%	28

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

Wedgewood Investors's IWP Position: Q1 2026 in Review

Wedgewood Investors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.2% in Q1 2026, selling an estimated $19.1K and leaving 6,273 shares worth $804K. The position accounts for 0.92% of the portfolio, ranked #35.

Wedgewood Investors first reported a position in IWP in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.35M in Q4 2021. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Wedgewood Investors held 6,273 shares of iShares Russell Mid-Cap Growth ETF worth $804K as of Q1 2026.
Wedgewood Investors sold 141 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $19.1K.
iShares Russell Mid-Cap Growth ETF made up 0.92% of Wedgewood Investors's portfolio in Q1 2026, its #35 holding.
Wedgewood Investors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
Wedgewood Investors's iShares Russell Mid-Cap Growth ETF position peaked at $1.35M in Q4 2021.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.