Affiance Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Affiance Financial’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	$914K	Buy	6,638 +7	+0.1%	+$983	0.13%	57
2026 Q2	$971K	Hold	6,631	–	–	0.14%	56
2026 Q1	$850K	Sell	6,631 -555	-8%	-$75.1K	0.14%	57
2025 Q4	$984K	Hold	7,186	–	–	0.16%	52
2025 Q3	$1.02M	Hold	7,186	–	–	0.19%	50
2025 Q2	$997K	Sell	7,186 -36	-0.5%	-$4.55K	0.2%	49
2025 Q1	$849K	Hold	7,222	–	–	0.2%	51
2024 Q4	$915K	Hold	7,222	–	–	0.22%	54
2024 Q3	$847K	Hold	7,222	–	–	0.21%	56
2024 Q2	$797K	Hold	7,222	–	–	0.21%	55
2024 Q1	$824K	Sell	7,222 -582	-7%	-$63K	0.22%	53
2023 Q4	$815K	Hold	7,804	–	–	0.24%	58
2023 Q3	$713K	Sell	7,804 -1,930	-20%	-$185K	0.36%	57
2023 Q2	$941K	Hold	9,734	–	–	0.46%	51
2023 Q1	$886K	Sell	9,734 -10,084	-51%	-$900K	0.47%	50
2022 Q4	$1.66M	Buy	19,818 +17,944	+958%	+$1.51M	0.67%	30
2022 Q3	$147K	Hold	1,874	–	–	0.08%	79
2022 Q2	$148K	Sell	1,874 -1,300	-41%	-$113K	0.08%	84
2022 Q1	$319K	Hold	3,174	–	–	0.16%	77
2021 Q4	$366K	Hold	3,174	–	–	0.15%	86
2021 Q3	$356K	Hold	3,174	–	–	0.15%	84
2021 Q2	$359K	Hold	3,174	–	–	0.15%	85
2021 Q1	$324K	Hold	3,174	–	–	0.14%	86
2020 Q4	$326K	Hold	3,174	–	–	0.17%	84
2020 Q3	$274K	Buy	+3,174	New	+$268K	0.16%	84

Other funds holding IWP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Affiance Financial's IWP Position: Q3 2026 in Review

Affiance Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.11% in Q3 2026, buying an estimated $983 and bringing the position to 6,638 shares worth $914K. The position accounts for 0.13% of the portfolio, ranked #57.

Affiance Financial first reported a position in IWP in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.66M in Q4 2022. 1,063 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Affiance Financial held 6,638 shares of iShares Russell Mid-Cap Growth ETF worth $914K as of Q3 2026.
Affiance Financial bought 7 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $983.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Affiance Financial's portfolio in Q3 2026, its #57 holding.
Affiance Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 25 quarters since.
Affiance Financial's iShares Russell Mid-Cap Growth ETF position peaked at $1.66M in Q4 2022.
1,063 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.