CGN Advisors
IWP icon

CGN Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CGN Advisors’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 		$202K Buy
1,464
+38
+3% +$5.34K 0.02% 297
2026
Q2 		$209K Buy
+1,426
New +$197K 0.02% 317
2026
Q1 		– Sell
-1,930
Closed -$264K – 323
2025
Q4 		$264K Sell
1,930
-98
-5% -$13.7K 0.02% 287
2025
Q3 		$289K Sell
2,028
-25
-1% -$3.53K 0.02% 273
2025
Q2 		$285K Sell
2,053
-86
-4% -$10.9K 0.03% 267
2025
Q1 		$251K Sell
2,139
-58
-3% -$7.46K 0.02% 272
2024
Q4 		$278K Buy
2,197
+99
+5% +$12.6K 0.03% 260
2024
Q3 		$246K Sell
2,098
-139
-6% -$15.5K 0.02% 260
2024
Q2 		$247K Sell
2,237
-14
-0.6% -$1.54K 0.03% 243
2024
Q1 		$257K Sell
2,251
-65
-3% -$7.03K 0.03% 231
2023
Q4 		$242K Sell
2,316
-767
-25% -$72.7K 0.03% 233
2023
Q3 		$282K Sell
3,083
-117
-4% -$11.2K 0.04% 221
2023
Q2 		$309K Buy
3,200
+725
+29% +$66.1K 0.04% 197
2023
Q1 		$225K Sell
2,475
-117
-5% -$10.4K 0.04% 209
2022
Q4 		$217K Sell
2,592
-7,276
-74% -$612K 0.04% 213
2022
Q3 		$774K Buy
+9,868
New +$849K 0.19% 134

Other funds holding IWP

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

CGN Advisors's IWP Position: Q3 2026 in Review

CGN Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.7% in Q3 2026, buying an estimated $5.34K and bringing the position to 1,464 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #297.

CGN Advisors first reported a position in IWP in Q3 2022 and has held it in 16 quarters since. The position peaked at $774K in Q3 2022. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • CGN Advisors held 1,464 shares of iShares Russell Mid-Cap Growth ETF worth $202K as of Q3 2026.
  • CGN Advisors bought 38 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $5.34K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of CGN Advisors's portfolio in Q3 2026, its #297 holding.
  • CGN Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • CGN Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $774K in Q3 2022.
  • 508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.