West Branch Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

West Branch Capital’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	-103	Closed	-$14.1K	–	407
2025 Q4	$14.1K	Sell	103 -40	-28%	-$5.59K	﹤0.01%	222
2025 Q3	$20.3K	Sell	143 -118	-45%	-$16.7K	0.01%	208
2025 Q2	$36.1K	Buy	261 +1	+0.4%	+$127	0.01%	164
2025 Q1	$30.6K	Sell	260 -55	-17%	-$7.07K	0.01%	184
2024 Q4	$39.9K	Buy	315 +55	+21%	+$6.99K	0.01%	167
2024 Q3	$30.5K	Buy	260 +1	+0.4%	+$112	0.01%	192
2024 Q2	$28.6K	Hold	259	–	–	0.01%	197
2024 Q1	$29.6K	Hold	259	–	–	0.01%	197
2023 Q4	$27K	Buy	259 +1	+0.4%	+$95	0.01%	200
2023 Q3	$23.6K	Hold	258	–	–	0.01%	211
2023 Q2	$24.9K	Hold	258	–	–	0.01%	211
2023 Q1	$23.5K	Buy	258 +1	+0.4%	+$89	0.01%	218
2022 Q4	$21.5K	Hold	257	–	–	0.01%	220
2022 Q3	$20K	Buy	257 +1	+0.4%	+$86	0.01%	224
2022 Q2	$20K	Hold	256	–	–	0.01%	227
2022 Q1	$26K	Buy	256 +1	+0.4%	+$100	0.01%	225
2021 Q4	$29K	Hold	255	–	–	0.01%	236
2021 Q3	$29K	Hold	255	–	–	0.01%	224
2021 Q2	$29K	Buy	+255	New	+$27.2K	0.01%	234

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

West Branch Capital's IWP Position: Q1 2026 in Review

West Branch Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 103 shares — an estimated $14.1K sold.

West Branch Capital first reported a position in IWP in Q2 2021 and held it in 19 quarters. The position peaked at $39.9K in Q4 2024. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

West Branch Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 103 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $14.1K.
West Branch Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and held it in 19 quarters.
West Branch Capital's iShares Russell Mid-Cap Growth ETF position peaked at $39.9K in Q4 2024.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.