Clean Yield Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clean Yield Group’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	–	Sell	-36	Closed	-$5.27K	–	401
2026 Q2	$5.27K	Buy	+36	New	+$4.96K	﹤0.01%	349
2026 Q1	–	Sell	-231	Closed	-$31.6K	–	404
2025 Q4	$31.6K	Hold	231	–	–	0.01%	263
2025 Q3	$32.9K	Buy	+231	New	+$32.6K	0.01%	264
2023 Q1	–	Sell	-147	Closed	-$12.3K	–	446
2022 Q4	$12.3K	Buy	+147	New	+$12.4K	0.01%	326
2020 Q4	–	Sell	-528	Closed	-$46K	–	428
2020 Q3	$46K	Buy	+528	New	+$44.6K	0.02%	227
2017 Q2	–	Sell	-230	Closed	-$12K	–	194
2017 Q1	$12K	Buy	+230	New	+$11.7K	0.01%	266
2016 Q4	–	Sell	-230	Closed	-$11K	–	197
2016 Q3	$11K	Hold	230	–	–	﹤0.01%	282
2016 Q2	$11K	Hold	230	–	–	﹤0.01%	253
2016 Q1	$11K	Buy	+230	New	+$9.9K	﹤0.01%	250
2015 Q2	–	Sell	-230	Closed	-$11K	–	198
2015 Q1	$11K	Buy	+230	New	+$11K	﹤0.01%	287

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

Clean Yield Group's IWP Position: Q3 2026 in Review

Clean Yield Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026, closing a stake of 36 shares — an estimated $5.27K sold.

Clean Yield Group first reported a position in IWP in Q1 2015 and held it in 10 quarters. The position peaked at $46K in Q3 2020. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Clean Yield Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Clean Yield Group sold 36 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $5.27K.
Clean Yield Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and held it in 10 quarters.
Clean Yield Group's iShares Russell Mid-Cap Growth ETF position peaked at $46K in Q3 2020.
508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.