Dynamic Advisor Solutions
IWP icon

Dynamic Advisor Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dynamic Advisor Solutions’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 		$845K Sell
6,140
-1,138
-16% -$160K 0.02% 504
2026
Q2 		$1.07M Sell
7,278
-2,639
-27% -$364K 0.03% 474
2026
Q1 		$1.27M Sell
9,917
-658
-6% -$89K 0.04% 411
2025
Q4 		$1.45M Buy
10,575
+269
+3% +$37.6K 0.05% 371
2025
Q3 		$1.47M Buy
10,306
+55
+0.5% +$7.77K 0.04% 388
2025
Q2 		$1.42M Buy
10,251
+382
+4% +$48.3K 0.04% 367
2025
Q1 		$1.16M Buy
9,869
+524
+6% +$67.4K 0.04% 384
2024
Q4 		$1.18M Buy
9,345
+817
+10% +$104K 0.05% 285
2024
Q3 		$1M Buy
8,528
+405
+5% +$45.3K 0.03% 451
2024
Q2 		$896K Sell
8,123
-403
-5% -$44.3K 0.03% 486
2024
Q1 		$973K Buy
8,526
+2,797
+49% +$303K 0.03% 452
2023
Q4 		$578K Buy
+5,729
New +$543K 0.02% 539
2022
Q4 		– Sell
-2,638
Closed -$207K – 736
2022
Q3 		$207K Sell
2,638
-1
-0% -$86 0.02% 623
2022
Q2 		$209K Buy
2,639
+8
+0.3% +$697 0.02% 638
2022
Q1 		$264K Buy
2,631
+137
+5% +$13.6K 0.02% 599
2021
Q4 		$287K Sell
2,494
-497
-17% -$58K 0.02% 577
2021
Q3 		$335K Buy
2,991
+260
+10% +$29.9K 0.03% 548
2021
Q2 		$309K Sell
2,731
-53
-2% -$5.66K 0.02% 535
2021
Q1 		$284K Sell
2,784
-1,091
-28% -$114K 0.03% 513
2020
Q4 		$398K Buy
+3,875
New +$369K 0.04% 421

Other funds holding IWP

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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Dynamic Advisor Solutions's IWP Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q3 2026, selling an estimated $160K and leaving 6,140 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #504.

Dynamic Advisor Solutions first reported a position in IWP in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.47M in Q3 2025. 224 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Dynamic Advisor Solutions held 6,140 shares of iShares Russell Mid-Cap Growth ETF worth $845K as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,138 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $160K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #504 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $1.47M in Q3 2025.
  • 224 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.