Rothwell Investment Advisors, LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rothwell Investment Advisors, 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	$7.05K	Buy	+51	New	+$7.16K	﹤0.01%	843

Other funds holding IWP

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

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

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IWP Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 51 shares worth $7.05K. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings.

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

Rothwell Investment Advisors, LLC held 51 shares of iShares Russell Mid-Cap Growth ETF worth $7.05K as of Q3 2026.
iShares Russell Mid-Cap Growth ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #843 holding.
732 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.