Windsor Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Windsor Advisory Group’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	$13.1K	Hold	102	–	–	0.01%	79
2025 Q4	$14K	Hold	102	–	–	0.01%	76
2025 Q3	$14.5K	Hold	102	–	–	0.01%	77
2025 Q2	$14.1K	Hold	102	–	–	0.02%	52
2025 Q1	$12K	Hold	102	–	–	0.02%	53
2024 Q4	$12.9K	Hold	102	–	–	0.02%	78
2024 Q3	$11.9K	Buy	102 +1	+1%	+$112	0.01%	79
2024 Q2	$11.2K	Hold	101	–	–	0.02%	49
2024 Q1	$11.6K	Sell	101 -132	-57%	-$14.3K	0.03%	45
2023 Q4	$24.4K	Buy	233 +132	+131%	+$12.5K	0.07%	47
2023 Q3	$9.22K	Hold	101	–	–	0.02%	57
2023 Q2	$9.75K	Hold	101	–	–	0.02%	54
2023 Q1	$9.18K	Sell	101 -1,805	-95%	-$161K	0.02%	66
2022 Q4	$159K	Buy	+1,906	New	+$160K	0.42%	45

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

Windsor Advisory Group's IWP Position: Q1 2026 in Review

Windsor Advisory Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 102 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #79.

Windsor Advisory Group first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $159K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Windsor Advisory Group held 102 shares of iShares Russell Mid-Cap Growth ETF worth $13.1K as of Q1 2026.
Windsor Advisory Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Windsor Advisory Group's portfolio in Q1 2026, its #79 holding.
Windsor Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $159K in Q4 2022.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.