James T. Borello’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

James T. Borello’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	$413	Buy	+3	New	+$421	﹤0.01%	1061

Other funds holding IWP

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

James T. Borello's IWP Position: Q3 2026 in Review

James T. Borello opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 3 shares worth $413. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

494 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

James T. Borello held 3 shares of iShares Russell Mid-Cap Growth ETF worth $413 as of Q3 2026.
iShares Russell Mid-Cap Growth ETF was a new James T. Borello position in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1061 holding.
494 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.