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

BostonPremier 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	$285K	Sell	2,070 -143	-6%	-$20.1K	0.12%	61
2026 Q2	$324K	Sell	2,213 -4	-0.2%	-$551	0.14%	54
2026 Q1	$284K	Sell	2,217 -13	-0.6%	-$1.76K	0.15%	53
2025 Q4	$305K	Buy	2,230 +2	+0.1%	+$280	0.16%	50
2025 Q3	$317K	Buy	2,228 +2	+0.1%	+$283	0.16%	48
2025 Q2	$309K	Buy	2,226 +2	+0.1%	+$253	0.17%	44
2025 Q1	$261K	Buy	2,224 +1	+0%	+$129	0.16%	44
2024 Q4	$282K	Buy	+2,223	New	+$283K	0.17%	41

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

BostonPremier Wealth's IWP Position: Q3 2026 in Review

BostonPremier Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.5% in Q3 2026, selling an estimated $20.1K and leaving 2,070 shares worth $285K. The position accounts for 0.12% of the portfolio, ranked #61.

BostonPremier Wealth first reported a position in IWP in Q4 2024 and has held it in 8 quarters since. The position peaked at $324K in Q2 2026. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

BostonPremier Wealth held 2,070 shares of iShares Russell Mid-Cap Growth ETF worth $285K as of Q3 2026.
BostonPremier Wealth sold 143 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $20.1K.
iShares Russell Mid-Cap Growth ETF made up 0.12% of BostonPremier Wealth's portfolio in Q3 2026, its #61 holding.
BostonPremier Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $324K in Q2 2026.
508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.