EWP
IWP icon

Elevation Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Elevation Wealth Partners’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 		$79.3K Buy
576
+1
+0.2% +$140 0.02% 248
2026
Q2 		$84.2K Hold
575
– – 0.03% 211
2026
Q1 		$73.6K Buy
575
+1
+0.2% +$135 0.03% 195
2025
Q4 		$78.7K Hold
574
– – 0.03% 185
2025
Q3 		$81.7K Buy
574
+1
+0.2% +$141 0.03% 194
2025
Q2 		$79.5K Hold
573
– – 0.03% 193
2025
Q1 		$67.3K Buy
573
+1
+0.2% +$129 0.03% 200
2024
Q4 		$72.5K Hold
572
– – 0.03% 197
2024
Q3 		$67.1K Buy
572
+1
+0.2% +$112 0.03% 195
2024
Q2 		$63K Buy
571
+1
+0.2% +$110 0.03% 196
2024
Q1 		$65.1K Buy
570
+1
+0.2% +$108 0.03% 196
2023
Q4 		$52K Hold
569
– – 0.03% 204
2023
Q3 		$52K Hold
569
– – 0.04% 144
2023
Q2 		$55K Hold
569
– – 0.05% 142
2023
Q1 		$51.8K Buy
+569
New +$50.8K 0.05% 148

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

Elevation Wealth Partners's IWP Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.17% in Q3 2026, buying an estimated $140 and bringing the position to 576 shares worth $79.3K. The position accounts for 0.02% of the portfolio, ranked #248.

Elevation Wealth Partners first reported a position in IWP in Q1 2023 and has held it in 15 quarters since. The position peaked at $84.2K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Elevation Wealth Partners held 576 shares of iShares Russell Mid-Cap Growth ETF worth $79.3K as of Q3 2026.
  • Elevation Wealth Partners bought 1 iShares Russell Mid-Cap Growth ETF share in Q3 2026, an estimated $140.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #248 holding.
  • Elevation Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $84.2K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.