FreeGulliver LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

FreeGulliver LLC’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	$432K	Sell	3,136 -3	-0.1%	-$421	0.2%	53
2026 Q2	$460K	Buy	3,139 +4	+0.1%	+$551	0.16%	60
2026 Q1	$402K	Buy	3,135 +1	+0%	+$135	0.17%	59
2025 Q4	$429K	Sell	3,134 -16	-0.5%	-$2.24K	0.16%	55
2025 Q3	$449K	Buy	3,150 +3	+0.1%	+$424	0.2%	53
2025 Q2	$436K	Buy	3,147 +3	+0.1%	+$380	0.2%	51
2025 Q1	$369K	Sell	3,144 -305	-9%	-$39.2K	0.18%	58
2024 Q4	$437K	Buy	3,449 +2	+0.1%	+$254	0.21%	47
2024 Q3	$404K	Buy	3,447 +26	+0.8%	+$2.91K	0.24%	47
2024 Q2	$378K	Buy	3,421 +9	+0.3%	+$989	0.26%	41
2024 Q1	$390K	Buy	3,412 +3	+0.1%	+$325	0.35%	35
2023 Q4	$356K	Buy	+3,409	New	+$323K	0.47%	24

Other funds holding IWP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

FreeGulliver LLC's IWP Position: Q3 2026 in Review

FreeGulliver LLC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q3 2026, selling an estimated $421 and leaving 3,136 shares worth $432K. The position accounts for 0.2% of the portfolio, ranked #53.

FreeGulliver LLC first reported a position in IWP in Q4 2023 and has held it in 12 quarters since. The position peaked at $460K in Q2 2026. 1,057 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

FreeGulliver LLC held 3,136 shares of iShares Russell Mid-Cap Growth ETF worth $432K as of Q3 2026.
FreeGulliver LLC sold 3 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $421.
iShares Russell Mid-Cap Growth ETF made up 0.2% of FreeGulliver LLC's portfolio in Q3 2026, its #53 holding.
FreeGulliver LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
FreeGulliver LLC's iShares Russell Mid-Cap Growth ETF position peaked at $460K in Q2 2026.
1,057 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on FreeGulliver LLC's 13F filing for Q3 2026, filed 10 Nov 2026.