Gen-Wealth Partners
IWP icon

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

Gen-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 		$268K Buy
1,945
+3
+0.2% +$421 0.08% 182
2026
Q2 		$284K Buy
1,942
+2
+0.1% +$276 0.08% 207
2026
Q1 		$249K Buy
1,940
+1
+0.1% +$135 0.08% 229
2025
Q4 		$266K Sell
1,939
-474
-20% -$66.2K 0.09% 233
2025
Q3 		$344K Buy
2,413
+2
+0.1% +$283 0.12% 186
2025
Q2 		$334K Buy
2,411
+15
+0.6% +$1.9K 0.13% 167
2025
Q1 		$282K Buy
2,396
+1
+0% +$129 0.12% 172
2024
Q4 		$304K Buy
2,395
+1
+0% +$127 0.13% 161
2024
Q3 		$290K Buy
2,394
+65
+3% +$7.27K 0.13% 168
2024
Q2 		$257K Sell
2,329
-26
-1% -$2.86K 0.12% 172
2024
Q1 		$269K Buy
+2,355
New +$255K 0.13% 168

Other funds holding IWP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Gen-Wealth Partners's IWP Position: Q3 2026 in Review

Gen-Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.15% in Q3 2026, buying an estimated $421 and bringing the position to 1,945 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #182.

Gen-Wealth Partners first reported a position in IWP in Q1 2024 and has held it in 11 quarters since. The position peaked at $344K in Q3 2025. 843 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Gen-Wealth Partners held 1,945 shares of iShares Russell Mid-Cap Growth ETF worth $268K as of Q3 2026.
  • Gen-Wealth Partners bought 3 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $421.
  • iShares Russell Mid-Cap Growth ETF made up 0.08% of Gen-Wealth Partners's portfolio in Q3 2026, its #182 holding.
  • Gen-Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $344K in Q3 2025.
  • 843 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.