Acima Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Acima Private Wealth’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	$5.11M	Hold	37,139	–	–	1.48%	21
2026 Q2	$5.44M	Hold	37,139	–	–	1.58%	21
2026 Q1	$4.76M	Hold	37,139	–	–	1.49%	21
2025 Q4	$5.09M	Hold	37,139	–	–	1.58%	21
2025 Q3	$5.29M	Hold	37,139	–	–	1.66%	21
2025 Q2	$5.15M	Hold	37,139	–	–	1.76%	21
2025 Q1	$4.36M	Hold	37,139	–	–	1.57%	21
2024 Q4	$4.71M	Hold	37,139	–	–	1.58%	20
2024 Q3	$4.36M	Hold	37,139	–	–	1.46%	20
2024 Q2	$4.1M	Hold	37,139	–	–	1.51%	19
2024 Q1	$4.24M	Hold	37,139	–	–	1.56%	17
2023 Q4	$3.88M	Sell	37,139 -26,182	-41%	-$2.48M	1.51%	18
2023 Q3	$5.78M	Buy	63,321 +26,182	+70%	+$2.5M	2.57%	11
2023 Q2	$3.59M	Hold	37,139	–	–	1.72%	15
2023 Q1	$3.38M	Hold	37,139	–	–	1.66%	17
2022 Q4	$3.1M	Hold	37,139	–	–	1.59%	20
2022 Q3	$2.91M	Hold	37,139	–	–	1.5%	20
2022 Q2	$2.94M	Hold	37,139	–	–	1.47%	22
2022 Q1	$3.73M	Sell	37,139 -5,975	-14%	-$595K	1.72%	13
2021 Q4	$4.97M	Buy	43,114 +3,014	+8%	+$351K	2.14%	12
2021 Q3	$4.49M	Hold	40,100	–	–	2.07%	15
2021 Q2	$4.54M	Hold	40,100	–	–	2.08%	11
2021 Q1	$4.09M	Hold	40,100	–	–	2.01%	14
2020 Q4	$4.12M	Hold	40,100	–	–	2.13%	12
2020 Q3	$3.47M	Hold	40,100	–	–	2.09%	13
2020 Q2	$3.17M	Hold	40,100	–	–	2.05%	14
2020 Q1	$2.44M	Hold	40,100	–	–	1.88%	16
2019 Q4	$3.06M	Hold	40,100	–	–	2.11%	10
2019 Q3	$2.83M	Hold	40,100	–	–	2.17%	8
2019 Q2	$2.86M	Hold	40,100	–	–	2.26%	8
2019 Q1	$2.72M	Hold	40,100	–	–	2.33%	8
2018 Q4	$2.28M	Buy	+40,100	New	+$2.44M	2.23%	8

Other funds holding IWP

FCBT

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Acima Private Wealth's IWP Position: Q3 2026 in Review

Acima Private Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 37,139 shares worth $5.11M. The position accounts for 1.48% of the portfolio, ranked #21.

Acima Private Wealth first reported a position in IWP in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.78M in Q3 2023. 142 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Acima Private Wealth held 37,139 shares of iShares Russell Mid-Cap Growth ETF worth $5.11M as of Q3 2026.
Acima Private Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 1.48% of Acima Private Wealth's portfolio in Q3 2026, its #21 holding.
Acima Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $5.78M in Q3 2023.
142 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.