Financial Advisory Corporation’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Advisory Corporation’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 Q2	$109M	Sell	743,948 -39,057	-5%	-$5.38M	14.44%	2
2026 Q1	$100M	Buy	783,005 +30,400	+4%	+$4.11M	13.94%	2
2025 Q4	$103M	Buy	752,605 +11,167	+2%	+$1.56M	14.99%	2
2025 Q3	$106M	Sell	741,438 -15,654	-2%	-$2.21M	15.55%	2
2025 Q2	$105M	Buy	757,092 +21,072	+3%	+$2.67M	16.11%	2
2025 Q1	$86.5M	Buy	736,020 +144	+0%	+$18.5K	14.31%	2
2024 Q4	$93.3M	Buy	+735,876	New	+$93.5M	16.28%	2

Other funds holding IWP

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return