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Decision Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Decision Investments’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 		$227K Hold
1,652
– – 0.21% 94
2026
Q2 		$242K Hold
1,652
– – 0.22% 95
2026
Q1 		$212K Hold
1,652
– – 0.24% 90
2025
Q4 		$226K Buy
+1,652
New +$231K 0.25% 81

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

Decision Investments's IWP Position: Q3 2026 in Review

Decision Investments held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 1,652 shares worth $227K. The position accounts for 0.21% of the portfolio, ranked #94.

Decision Investments first reported a position in IWP in Q4 2025 and has held it in 4 quarters since. The position peaked at $242K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Decision Investments held 1,652 shares of iShares Russell Mid-Cap Growth ETF worth $227K as of Q3 2026.
  • Decision Investments left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.21% of Decision Investments's portfolio in Q3 2026, its #94 holding.
  • Decision Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's iShares Russell Mid-Cap Growth ETF position peaked at $242K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.