Diversify Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$693K Buy
5,045
+2,536
+101% +$356K 0.01% 796
2026
Q2
$345K Buy
+2,509
New +$346K 0.01% 1004
2026
Q1
– Sell
-3,714
Closed -$525K – 557
2025
Q4
$525K Sell
3,714
-600
-14% -$83.9K 0.02% 589
2025
Q3
$612K Sell
4,314
-573
-12% -$81K 0.02% 501
2025
Q2
$685K Buy
4,887
+3,170
+185% +$401K 0.03% 432
2025
Q1
$208K Buy
+1,717
New +$221K 0.01% 603

Other funds holding IWP

Diversify Advisory Services's IWP Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 101% in Q3 2026, buying an estimated $356K and bringing the position to 5,045 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #796.

Diversify Advisory Services first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Diversify Advisory Services held 5,045 shares of iShares Russell Mid-Cap Growth ETF worth $693K as of Q3 2026.
  • Diversify Advisory Services bought 2,536 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $356K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #796 holding.
  • Diversify Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.