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Cooper Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cooper Financial 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 		$2.46M Buy
17,900
+1,237
+7% +$174K 0.2% 91
2026
Q2 		$2.44M Buy
16,663
+2,400
+17% +$331K 0.2% 89
2026
Q1 		$1.83M Sell
14,263
-213
-1% -$28.8K 0.18% 98
2025
Q4 		$1.98M Sell
14,476
-1,089
-7% -$152K 0.21% 85
2025
Q3 		$2.22M Sell
15,565
-357
-2% -$50.4K 0.25% 68
2025
Q2 		$2.21M Sell
15,922
-1,331
-8% -$168K 0.26% 66
2025
Q1 		$2.03M Buy
17,253
+14,442
+514% +$1.86M 0.27% 75
2024
Q4 		$356K Sell
2,811
-161
-5% -$20.5K 0.04% 281
2024
Q3 		$349K Sell
2,972
-2,122
-42% -$237K 0.05% 292
2024
Q2 		$562K Buy
5,094
+406
+9% +$44.6K 0.08% 207
2024
Q1 		$535K Sell
4,688
-32
-0.7% -$3.46K 0.09% 203
2023
Q4 		$493K Sell
4,720
-112
-2% -$10.6K 0.09% 206
2023
Q3 		$441K Sell
4,832
-87
-2% -$8.32K 0.11% 210
2023
Q2 		$475K Sell
4,919
-223
-4% -$20.3K 0.12% 200
2023
Q1 		$468K Sell
5,142
-96
-2% -$8.57K 0.13% 181
2022
Q4 		$438K Sell
5,238
-22
-0.4% -$1.85K 0.13% 163
2022
Q3 		$413K Sell
5,260
-960
-15% -$82.6K 0.15% 144
2022
Q2 		$493K Buy
6,220
+4
+0.1% +$348 0.18% 128
2022
Q1 		$625K Sell
6,216
-1,482
-19% -$148K 0.24% 101
2021
Q4 		$887K Sell
7,698
-224
-3% -$26.1K 0.33% 77
2021
Q3 		$888K Sell
7,922
-1,048
-12% -$121K 0.18% 83
2021
Q2 		$1.01M Sell
8,970
-505
-5% -$53.9K 0.21% 68
2021
Q1 		$967K Sell
9,475
-10,925
-54% -$1.14M 0.22% 67
2020
Q4 		$2.09M Buy
20,400
+4,540
+29% +$432K 0.43% 38
2020
Q3 		$1.37M Buy
15,860
+4,538
+40% +$383K 0.4% 45
2020
Q2 		$895K Buy
11,322
+560
+5% +$40.6K 0.29% 52
2020
Q1 		$654K Buy
10,762
+234
+2% +$17.1K 0.27% 58
2019
Q4 		$803K Sell
10,528
-66
-0.6% -$4.84K 0.32% 50
2019
Q3 		$749K Sell
10,594
-336
-3% -$24.1K 0.34% 47
2019
Q2 		$779K Buy
10,930
+322
+3% +$22.4K 0.38% 40
2019
Q1 		$720K Sell
10,608
-1,488
-12% -$95.5K 0.4% 36
2018
Q4 		$688K Buy
+12,096
New +$736K 0.47% 35

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

Cooper Financial Group's IWP Position: Q3 2026 in Review

Cooper Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.4% in Q3 2026, buying an estimated $174K and bringing the position to 17,900 shares worth $2.46M. The position accounts for 0.2% of the portfolio, ranked #91.

Cooper Financial Group first reported a position in IWP in Q4 2018 and has held it in 32 quarters since. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Cooper Financial Group held 17,900 shares of iShares Russell Mid-Cap Growth ETF worth $2.46M as of Q3 2026.
  • Cooper Financial Group bought 1,237 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $174K.
  • iShares Russell Mid-Cap Growth ETF made up 0.2% of Cooper Financial Group's portfolio in Q3 2026, its #91 holding.
  • Cooper Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.