Atticus Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Atticus Wealth 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 Q3	$1.01M	Sell	7,372 -45	-0.6%	-$6.32K	0.22%	66
2026 Q2	$1.09M	Sell	7,417 -69	-0.9%	-$9.5K	0.26%	63
2026 Q1	$959K	Sell	7,486 -229	-3%	-$31K	0.26%	62
2025 Q4	$1.06M	Buy	7,715 +206	+3%	+$28.8K	0.26%	61
2025 Q3	$1.07M	Sell	7,509 -68	-0.9%	-$9.6K	0.27%	57
2025 Q2	$1.05M	Buy	7,577 +7	+0.1%	+$886	0.28%	50
2025 Q1	$889K	Sell	7,570 -782	-9%	-$101K	0.29%	46
2024 Q4	$1.06M	Sell	8,352 -263	-3%	-$33.4K	0.33%	41
2024 Q3	$1.01M	Sell	8,615 -591	-6%	-$66.1K	0.32%	41
2024 Q2	$1.02M	Sell	9,206 -1,564	-15%	-$172K	0.33%	38
2024 Q1	$1.23M	Sell	10,770 -217	-2%	-$23.5K	0.4%	35
2023 Q4	$1.15M	Sell	10,987 -1,382	-11%	-$131K	0.4%	34
2023 Q3	$1.13M	Sell	12,369 -124	-1%	-$11.9K	0.43%	34
2023 Q2	$1.21M	Sell	12,493 -61	-0.5%	-$5.56K	0.44%	35
2023 Q1	$1.14M	Sell	12,554 -1,908	-13%	-$170K	0.44%	36
2022 Q4	$1.21M	Buy	+14,462	New	+$1.22M	0.5%	35
2022 Q3	–	Sell	-15,473	Closed	-$1.23M	–	594
2022 Q2	$1.23M	Sell	15,473 -130	-0.8%	-$11.3K	0.51%	41
2022 Q1	$1.57M	Buy	15,603 +12	+0.1%	+$1.2K	0.57%	37
2021 Q4	$1.8M	Sell	15,591 -38	-0.2%	-$4.43K	0.7%	31
2021 Q3	$1.75M	Sell	15,629 -740	-5%	-$85.1K	0.77%	28
2021 Q2	$1.85M	Buy	16,369 +10	+0.1%	+$1.07K	0.81%	31
2021 Q1	$1.67M	Sell	16,359 -194	-1%	-$20.3K	0.8%	33
2020 Q4	$1.7M	Sell	16,553 -91	-0.5%	-$8.66K	0.86%	29
2020 Q3	$1.44M	Buy	16,644 +54	+0.3%	+$4.56K	0.86%	26
2020 Q2	$1.31M	Sell	16,590 -5,808	-26%	-$421K	0.87%	28
2020 Q1	$1.36M	Sell	22,398 -6,632	-23%	-$483K	1.1%	23
2019 Q4	$2.22M	Buy	+29,030	New	+$2.13M	1.41%	22

Other funds holding IWP

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

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

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

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Atticus Wealth Management's IWP Position: Q3 2026 in Review

Atticus Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.61% in Q3 2026, selling an estimated $6.32K and leaving 7,372 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #66.

Atticus Wealth Management first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.22M in Q4 2019. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Atticus Wealth Management held 7,372 shares of iShares Russell Mid-Cap Growth ETF worth $1.01M as of Q3 2026.
Atticus Wealth Management sold 45 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $6.32K.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Atticus Wealth Management's portfolio in Q3 2026, its #66 holding.
Atticus Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Atticus Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.22M in Q4 2019.
508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.