Hofer & Associates
IWP icon

Hofer & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hofer & Associates’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 		– Sell
-32,498
Closed -$4.76M – 105
2026
Q2 		$4.76M Buy
32,498
+614
+2% +$84.6K 2.3% 18
2026
Q1 		$4.08M Buy
31,884
+748
+2% +$101K 2.2% 19
2025
Q4 		$4.26M Buy
31,136
+786
+3% +$110K 2.26% 18
2025
Q3 		$4.32M Buy
30,350
+165
+0.5% +$23.3K 2.47% 15
2025
Q2 		$4.19M Buy
30,185
+344
+1% +$43.5K 2.61% 15
2025
Q1 		$3.51M Buy
29,841
+465
+2% +$59.8K 2.38% 17
2024
Q4 		$3.72M Sell
29,376
-480
-2% -$61K 2.5% 13
2024
Q3 		$3.5M Buy
29,856
+73
+0.2% +$8.16K 2.42% 13
2024
Q2 		$3.29M Buy
29,783
+358
+1% +$39.3K 2.55% 14
2024
Q1 		$3.36M Buy
29,425
+773
+3% +$83.6K 2.83% 12
2023
Q4 		$2.99M Buy
28,652
+287
+1% +$27.2K 2.78% 13
2023
Q3 		$2.59M Buy
28,365
+218
+0.8% +$20.8K 2.66% 14
2023
Q2 		$2.72M Buy
28,147
+1,504
+6% +$137K 2.61% 15
2023
Q1 		$2.23M Sell
26,643
-108
-0.4% -$9.6K 2.23% 15
2022
Q4 		$2.24M Sell
26,751
-331
-1% -$27.9K 2.23% 15
2022
Q3 		$2.12M Sell
27,082
-414
-2% -$35.6K 2.28% 15
2022
Q2 		$2.18M Buy
27,496
+95
+0.3% +$8.27K 2.27% 17
2022
Q1 		$2.75M Buy
27,401
+1,350
+5% +$134K 2.42% 16
2021
Q4 		$3M Buy
+26,051
New +$3.04M 2.72% 12

Other funds holding IWP

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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Hofer & Associates's IWP Position: Q3 2026 in Review

Hofer & Associates sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026, closing a stake of 32,498 shares — an estimated $4.76M sold.

Hofer & Associates first reported a position in IWP in Q4 2021 and held it in 19 quarters. The position peaked at $4.76M in Q2 2026. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Hofer & Associates reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 32,498 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $4.76M.
  • Hofer & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $4.76M in Q2 2026.
  • 508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.