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William Allan Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

William Allan Corp’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 		$535K Buy
4,176
+1
+0% +$135 0.32% 47
2025
Q4 		$572K Buy
+4,175
New +$583K 0.32% 46

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

William Allan Corp's IWP Position: Q1 2026 in Review

William Allan Corp increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.02% in Q1 2026, buying an estimated $135 and bringing the position to 4,176 shares worth $535K. The position accounts for 0.32% of the portfolio, ranked #47.

William Allan Corp first reported a position in IWP in Q4 2025 and has held it in 2 quarters since. The position peaked at $572K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • William Allan Corp held 4,176 shares of iShares Russell Mid-Cap Growth ETF worth $535K as of Q1 2026.
  • William Allan Corp bought 1 iShares Russell Mid-Cap Growth ETF share in Q1 2026, an estimated $135.
  • iShares Russell Mid-Cap Growth ETF made up 0.32% of William Allan Corp's portfolio in Q1 2026, its #47 holding.
  • William Allan Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • William Allan Corp's iShares Russell Mid-Cap Growth ETF position peaked at $572K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on William Allan Corp's 13F filing for Q1 2026, filed 14 May 2026.