Zacks Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Zacks Investment Management’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	-1,532	Closed	-$210K	–	762
2025 Q4	$210K	Sell	1,532 -170	-10%	-$23.8K	﹤0.01%	669
2025 Q3	$242K	Buy	1,702 +178	+12%	+$25.2K	﹤0.01%	632
2025 Q2	$211K	Buy	+1,524	New	+$193K	﹤0.01%	630
2022 Q4	–	Sell	-3,693	Closed	-$290K	–	632
2022 Q3	$290K	Buy	+3,693	New	+$318K	﹤0.01%	491
2022 Q2	–	Sell	-3,472	Closed	-$349K	–	605
2022 Q1	$349K	Hold	3,472	–	–	﹤0.01%	495
2021 Q4	$400K	Sell	3,472 -337	-9%	-$39.3K	0.01%	494
2021 Q3	$427K	Buy	3,809 +337	+10%	+$38.8K	0.01%	471
2021 Q2	$393K	Hold	3,472	–	–	0.01%	483
2021 Q1	$354K	Hold	3,472	–	–	0.01%	445
2020 Q4	$356K	Buy	3,472 +966	+39%	+$91.9K	0.01%	450
2020 Q3	$217K	Buy	+2,506	New	+$212K	﹤0.01%	480

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

Zacks Investment Management's IWP Position: Q1 2026 in Review

Zacks Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,532 shares — an estimated $210K sold.

Zacks Investment Management first reported a position in IWP in Q3 2020 and held it in 11 quarters. The position peaked at $427K in Q3 2021. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Zacks Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Zacks Investment Management sold 1,532 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $210K.
Zacks Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and held it in 11 quarters.
Zacks Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $427K in Q3 2021.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.