Lion Street Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.58M Buy
13,140
+1,767
+16% +$250K 0.55% 28
2025
Q2
$1.58M Sell
11,373
-463
-4% -$58.6K 0.48% 43
2025
Q1
$1.39M Sell
11,836
-63
-0.5% -$8.1K 0.44% 46
2024
Q4
$1.51M Sell
11,899
-138
-1% -$17.5K 0.48% 39
2024
Q3
$1.41M Sell
12,037
-20
-0.2% -$2.24K 0.49% 37
2024
Q2
$1.33M Sell
12,057
-884
-7% -$97.1K 0.49% 41
2024
Q1
$1.35M Hold
12,941
0.55% 33
2023
Q4
$1.35M Buy
12,941
+14
+0.1% +$1.33K 0.55% 33
2023
Q3
$1.18M Sell
12,927
-537
-4% -$51.3K 0.39% 48
2023
Q2
$1.62M Buy
13,464
+135
+1% +$12.3K 0.54% 27
2023
Q1
$1.21M Buy
13,329
+6,730
+102% +$601K 0.38% 41
2022
Q4
$792K Buy
6,599
+530
+9% +$44.6K 0.41% 37
2022
Q3
$478K Sell
6,069
-530
-8% -$45.6K 0.24% 60
2022
Q2
$792K Sell
6,599
-242
-4% -$21.1K 0.41% 37
2022
Q1
$689K Sell
6,841
-210
-3% -$20.9K 0.35% 41
2021
Q4
$813K Buy
7,051
+452
+7% +$52.7K 0.4% 36
2021
Q3
$737K Buy
+6,599
New +$759K 0.4% 38
2020
Q1
Sell
-6,996
Closed -$536K 438
2019
Q4
$536K Buy
+6,996
New +$513K 2.57% 15

Other funds holding IWP

Lion Street Advisors's IWP Position: Q3 2025 in Review

Lion Street Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q3 2025, buying an estimated $250K and bringing the position to 13,140 shares worth $1.58M. The position accounts for 0.55% of the portfolio, ranked #28.

Lion Street Advisors first reported a position in IWP in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.62M in Q2 2023. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Lion Street Advisors held 13,140 shares of iShares Russell Mid-Cap Growth ETF worth $1.58M as of Q3 2025.
  • Lion Street Advisors bought 1,767 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $250K.
  • iShares Russell Mid-Cap Growth ETF made up 0.55% of Lion Street Advisors's portfolio in Q3 2025, its #28 holding.
  • Lion Street Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • Lion Street Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.62M in Q2 2023.
  • 1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.