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

Friday Financial’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	$3.71M	Buy	26,536 +12,990	+96%	+$1.82M	0.73%	25
2026 Q2	$1.92M	Buy	13,546 +2,255	+20%	+$311K	0.51%	26
2026 Q1	$1.45M	Hold	11,291	–	–	0.5%	32
2025 Q4	$1.55M	Sell	11,291 -1,136	-9%	-$159K	0.55%	29
2025 Q3	$1.77M	Buy	12,427 +2,805	+29%	+$396K	0.74%	25
2025 Q2	$1.33M	Hold	9,622	–	–	0.68%	24
2025 Q1	$1.16M	Hold	9,622	–	–	0.69%	25
2024 Q4	$1.22M	Buy	+9,622	New	+$1.22M	0.84%	24

Other funds holding IWP

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Friday Financial's IWP Position: Q3 2026 in Review

Friday Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 96% in Q3 2026, buying an estimated $1.82M and bringing the position to 26,536 shares worth $3.71M. The position accounts for 0.73% of the portfolio, ranked #25.

Friday Financial first reported a position in IWP in Q4 2024 and has held it in 8 quarters since. 353 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Friday Financial held 26,536 shares of iShares Russell Mid-Cap Growth ETF worth $3.71M as of Q3 2026.
Friday Financial bought 12,990 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.82M.
iShares Russell Mid-Cap Growth ETF made up 0.73% of Friday Financial's portfolio in Q3 2026, its #25 holding.
Friday Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
353 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.