Atwood & Palmer’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Atwood & Palmer’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	$63.3K	Hold	460	–	–	﹤0.01%	245
2026 Q2	$67.3K	Hold	460	–	–	﹤0.01%	230
2026 Q1	$58.9K	Hold	460	–	–	﹤0.01%	239
2025 Q4	$63K	Hold	460	–	–	﹤0.01%	223
2025 Q3	$65.5K	Hold	460	–	–	﹤0.01%	223
2025 Q2	$63.8K	Hold	460	–	–	﹤0.01%	224
2025 Q1	$54K	Hold	460	–	–	﹤0.01%	219
2024 Q4	$58.3K	Hold	460	–	–	﹤0.01%	213
2024 Q3	$54K	Hold	460	–	–	﹤0.01%	222
2024 Q2	$50.8K	Hold	460	–	–	﹤0.01%	223
2024 Q1	$52.5K	Hold	460	–	–	﹤0.01%	209
2023 Q4	$48.1K	Hold	460	–	–	﹤0.01%	219
2023 Q3	$42K	Hold	460	–	–	﹤0.01%	218
2023 Q2	$44.5K	Hold	460	–	–	﹤0.01%	220
2023 Q1	$41.9K	Hold	460	–	–	﹤0.01%	213
2022 Q4	$38.5K	Buy	+460	New	+$38.7K	﹤0.01%	226
2020 Q4	–	Sell	-30	Closed	-$3K	–	379
2020 Q3	$3K	Buy	+30	New	+$2.53K	﹤0.01%	308
2017 Q1	–	Sell	-270	Closed	-$13K	–	320
2016 Q4	$13K	Hold	270	–	–	﹤0.01%	251
2016 Q3	$13K	Buy	+270	New	+$13.1K	﹤0.01%	249

Other funds holding IWP

SGAM

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Atwood & Palmer's IWP Position: Q3 2026 in Review

Atwood & Palmer held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 460 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Atwood & Palmer first reported a position in IWP in Q3 2016 and has held it in 19 quarters since. The position peaked at $67.3K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Atwood & Palmer held 460 shares of iShares Russell Mid-Cap Growth ETF worth $63.3K as of Q3 2026.
Atwood & Palmer left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #245 holding.
Atwood & Palmer first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 19 quarters since.
Atwood & Palmer's iShares Russell Mid-Cap Growth ETF position peaked at $67.3K in Q2 2026.
75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.