Superior Planning, LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Superior Planning, LLC’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 Q3	$2.89K	Buy	+21	New	+$2.95K	﹤0.01%	1422

Other funds holding IWP

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's IWP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 21 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings.

948 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Superior Planning, LLC held 21 shares of iShares Russell Mid-Cap Growth ETF worth $2.89K as of Q3 2026.
iShares Russell Mid-Cap Growth ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1422 holding.
948 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.