IPW
IWP icon

Intergy Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Intergy Private Wealth’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 		$19.8M Buy
143,620
+11,081
+8% +$1.56M 4.44% 5
2026
Q2 		$19.4M Buy
132,539
+106,375
+407% +$14.7M 4.48% 4
2026
Q1 		$3.35M Buy
26,164
+1,048
+4% +$142K 0.98% 23
2025
Q4 		$3.44M Buy
25,116
+458
+2% +$64K 1.04% 20
2025
Q3 		$3.51M Buy
24,658
+1,052
+4% +$149K 1.1% 20
2025
Q2 		$3.27M Buy
23,606
+192
+0.8% +$24.3K 1.12% 20
2025
Q1 		$2.75M Sell
23,414
-254
-1% -$32.7K 1.05% 22
2024
Q4 		$3M Buy
23,668
+1,387
+6% +$176K 1.12% 22
2024
Q3 		$2.61M Buy
22,281
+1,039
+5% +$116K 1% 22
2024
Q2 		$2.34M Buy
21,242
+663
+3% +$72.8K 0.97% 22
2024
Q1 		$2.35M Buy
20,579
+28
+0.1% +$3.03K 0.97% 21
2023
Q4 		$2.15M Buy
20,551
+422
+2% +$40K 0.93% 25
2023
Q3 		$1.84M Buy
20,129
+1,223
+6% +$117K 0.92% 24
2023
Q2 		$1.83M Buy
18,906
+545
+3% +$49.7K 0.89% 28
2023
Q1 		$1.67M Buy
18,361
+1,028
+6% +$91.7K 0.94% 26
2022
Q4 		$1.45M Buy
17,333
+2,703
+18% +$227K 0.91% 24
2022
Q3 		$1.15M Buy
14,630
+2,017
+16% +$174K 0.81% 27
2022
Q2 		$999K Buy
12,613
+2,751
+28% +$240K 0.79% 22
2022
Q1 		$991K Buy
9,862
+3,885
+65% +$387K 0.69% 25
2021
Q4 		$689K Buy
+5,977
New +$697K 0.54% 32

Other funds holding IWP

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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Intergy Private Wealth's IWP Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.4% in Q3 2026, buying an estimated $1.56M and bringing the position to 143,620 shares worth $19.8M. The position accounts for 4.44% of the portfolio, ranked #5.

Intergy Private Wealth first reported a position in IWP in Q4 2021 and has held it in 20 quarters since. 231 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Intergy Private Wealth held 143,620 shares of iShares Russell Mid-Cap Growth ETF worth $19.8M as of Q3 2026.
  • Intergy Private Wealth bought 11,081 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.56M.
  • iShares Russell Mid-Cap Growth ETF made up 4.44% of Intergy Private Wealth's portfolio in Q3 2026, its #5 holding.
  • Intergy Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.