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

Wise Wealth 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	$796K	Sell	6,211 -80	-1%	-$10.8K	1.08%	19
2025 Q4	$862K	Buy	6,291 +1	+0%	+$140	1.24%	16
2025 Q3	$896K	Buy	6,290 +159	+3%	+$22.5K	1.37%	17
2025 Q2	$850K	Buy	6,131 +1,897	+45%	+$240K	1.42%	17
2025 Q1	$497K	Buy	4,234 +660	+18%	+$84.8K	1.19%	21
2024 Q4	$453K	Buy	+3,574	New	+$454K	1.12%	20

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

Wise Wealth Partners's IWP Position: Q1 2026 in Review

Wise Wealth Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.3% in Q1 2026, selling an estimated $10.8K and leaving 6,211 shares worth $796K. The position accounts for 1.08% of the portfolio, ranked #19.

Wise Wealth Partners first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $896K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Wise Wealth Partners held 6,211 shares of iShares Russell Mid-Cap Growth ETF worth $796K as of Q1 2026.
Wise Wealth Partners sold 80 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $10.8K.
iShares Russell Mid-Cap Growth ETF made up 1.08% of Wise Wealth Partners's portfolio in Q1 2026, its #19 holding.
Wise Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Wise Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $896K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.