Avestar Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Avestar Capital’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	$225K	Hold	1,636	–	–	0.02%	490
2026 Q2	$240K	Sell	1,636 -134	-8%	-$18.5K	0.01%	500
2026 Q1	$227K	Buy	1,770 +134	+8%	+$18.1K	0.01%	469
2025 Q4	$224K	Hold	1,636	–	–	0.01%	444
2025 Q3	$233K	Hold	1,636	–	–	0.02%	448
2025 Q2	$227K	Sell	1,636 -2,424	-60%	-$307K	0.02%	441
2025 Q1	$477K	Sell	4,060 -218	-5%	-$28K	0.04%	293
2024 Q4	$383K	Buy	+4,278	New	+$544K	0.03%	336

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

Avestar Capital's IWP Position: Q3 2026 in Review

Avestar Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 1,636 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #490.

Avestar Capital first reported a position in IWP in Q4 2024 and has held it in 8 quarters since. The position peaked at $477K in Q1 2025. 735 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Avestar Capital held 1,636 shares of iShares Russell Mid-Cap Growth ETF worth $225K as of Q3 2026.
Avestar Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #490 holding.
Avestar Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Avestar Capital's iShares Russell Mid-Cap Growth ETF position peaked at $477K in Q1 2025.
735 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.