FFA
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Farther Finance Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Farther Finance Advisors’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 		$7.99M Buy
58,042
+8,627
+17% +$1.21M 0.06% 307
2026
Q2 		$7.23M Buy
49,415
+2,374
+5% +$327K 0.06% 297
2026
Q1 		$6.06M Buy
47,041
+23,890
+103% +$3.23M 0.06% 297
2025
Q4 		$3.17M Buy
23,151
+6,217
+37% +$869K 0.03% 436
2025
Q3 		$2.41M Buy
16,934
+14,245
+530% +$2.01M 0.04% 389
2025
Q2 		$373K Buy
2,689
+1,149
+75% +$145K 0.01% 1061
2025
Q1 		$183K Buy
1,540
+877
+132% +$113K ﹤0.01% 1270
2024
Q4 		$84K Buy
663
+205
+45% +$26.1K ﹤0.01% 1386
2024
Q3 		$53.7K Buy
458
+105
+30% +$11.7K ﹤0.01% 1606
2024
Q2 		$38.7K Sell
353
-97
-22% -$10.7K ﹤0.01% 1520
2024
Q1 		$51K Buy
450
+65
+17% +$7.03K ﹤0.01% 1186
2023
Q4 		$40.2K Buy
385
+32
+9% +$3.03K ﹤0.01% 1115
2023
Q3 		$32.2K Sell
353
-306
-46% -$29.3K 0.01% 940
2023
Q2 		$63.7K Hold
659
– – 0.01% 588
2023
Q1 		$60K Hold
659
– – 0.02% 553
2022
Q4 		$55.1K Buy
+659
New +$55.5K 0.02% 465

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
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
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Farther Finance Advisors's IWP Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 17% in Q3 2026, buying an estimated $1.21M and bringing the position to 58,042 shares worth $7.99M. The position accounts for 0.06% of the portfolio, ranked #307.

Farther Finance Advisors first reported a position in IWP in Q4 2022 and has held it in 16 quarters since. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Farther Finance Advisors held 58,042 shares of iShares Russell Mid-Cap Growth ETF worth $7.99M as of Q3 2026.
  • Farther Finance Advisors bought 8,627 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.21M.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #307 holding.
  • Farther Finance Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.