Investors Research Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Investors Research Corp’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	-81	Closed	-$11.9K	–	809
2026 Q2	$11.9K	Hold	81	–	–	﹤0.01%	515
2026 Q1	$10.4K	Hold	81	–	–	﹤0.01%	540
2025 Q4	$11.1K	Hold	81	–	–	﹤0.01%	613
2025 Q3	$11.5K	Sell	81 -89	-52%	-$12.6K	﹤0.01%	624
2025 Q2	$23.6K	Hold	170	–	–	﹤0.01%	559
2025 Q1	$20K	Buy	170 +72	+73%	+$9.26K	﹤0.01%	581
2024 Q4	$12.4K	Hold	98	–	–	﹤0.01%	646
2024 Q3	$11.5K	Hold	98	–	–	﹤0.01%	666
2024 Q2	$10.8K	Hold	98	–	–	﹤0.01%	701
2024 Q1	$11.2K	Hold	98	–	–	﹤0.01%	703
2023 Q4	$10.2K	Hold	98	–	–	﹤0.01%	736
2023 Q3	$8.95K	Hold	98	–	–	﹤0.01%	763
2023 Q2	$9.47K	Hold	98	–	–	﹤0.01%	764
2023 Q1	$8.92K	Hold	98	–	–	﹤0.01%	789
2022 Q4	$8.19K	Hold	98	–	–	﹤0.01%	796
2022 Q3	$8K	Hold	98	–	–	﹤0.01%	781
2022 Q2	$8K	Hold	98	–	–	﹤0.01%	782
2022 Q1	$10K	Hold	98	–	–	﹤0.01%	764
2021 Q4	$11K	Hold	98	–	–	﹤0.01%	757
2021 Q3	$11K	Hold	98	–	–	﹤0.01%	766
2021 Q2	$11K	Hold	98	–	–	﹤0.01%	762
2021 Q1	$10K	Hold	98	–	–	﹤0.01%	779
2020 Q4	$10K	Hold	98	–	–	﹤0.01%	855
2020 Q3	$8K	Hold	98	–	–	﹤0.01%	861
2020 Q2	$8K	Hold	98	–	–	﹤0.01%	846
2020 Q1	$6K	Buy	+98	New	+$7.14K	﹤0.01%	863

Other funds holding IWP

SGAM

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

RFA

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Investors Research Corp's IWP Position: Q3 2026 in Review

Investors Research Corp sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026, closing a stake of 81 shares — an estimated $11.9K sold.

Investors Research Corp first reported a position in IWP in Q1 2020 and held it in 26 quarters. The position peaked at $23.6K in Q2 2025. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Investors Research Corp reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Investors Research Corp sold 81 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $11.9K.
Investors Research Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and held it in 26 quarters.
Investors Research Corp's iShares Russell Mid-Cap Growth ETF position peaked at $23.6K in Q2 2025.
75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.