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

MONECO Advisors’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	$1.35M	Buy	9,822 +10	+0.1%	+$1.4K	0.08%	222
2026 Q2	$1.44M	Buy	9,812 +518	+6%	+$71.4K	0.09%	215
2026 Q1	$1.19M	Buy	9,294 +732	+9%	+$99.1K	0.09%	190
2025 Q4	$1.17M	Buy	8,562 +85	+1%	+$11.9K	0.09%	190
2025 Q3	$1.21M	Sell	8,477 -85	-1%	-$12K	0.1%	179
2025 Q2	$1.19M	Sell	8,562 -346	-4%	-$43.8K	0.11%	178
2025 Q1	$1.05M	Buy	8,908 +541	+6%	+$69.5K	0.11%	174
2024 Q4	$1.06M	Buy	8,367 +253	+3%	+$32.2K	0.11%	174
2024 Q3	$952K	Buy	8,114 +2,760	+52%	+$309K	0.12%	164
2024 Q2	$591K	Sell	5,354 -3,821	-42%	-$420K	0.09%	212
2024 Q1	$1.05M	Sell	9,175 -9	-0.1%	-$974	0.17%	147
2023 Q4	$959K	Buy	9,184 +102	+1%	+$9.7K	0.18%	136
2023 Q3	$830K	Buy	9,082 +359	+4%	+$34.3K	0.23%	113
2023 Q2	$843K	Buy	8,723 +2,346	+37%	+$214K	0.23%	113
2023 Q1	$581K	Buy	6,377 +1,919	+43%	+$171K	0.17%	141
2022 Q4	$373K	Buy	4,458 +349	+8%	+$29.4K	0.13%	166
2022 Q3	$322K	Sell	4,109 -64	-2%	-$5.51K	0.13%	169
2022 Q2	$331K	Buy	4,173 +230	+6%	+$20K	0.13%	167
2022 Q1	$396K	Buy	3,943 +1	+0%	+$100	0.15%	141
2021 Q4	$387K	Buy	3,942 +122	+3%	+$14.2K	0.15%	148
2021 Q3	$428K	Buy	3,820 +1	+0%	+$115	0.17%	134
2021 Q2	$432K	Buy	3,819 +34	+0.9%	+$3.63K	0.2%	119
2021 Q1	$386K	Buy	3,785 +198	+6%	+$20.7K	0.19%	122
2020 Q4	$379K	Buy	3,587 +1	+0%	+$95	0.21%	111
2020 Q3	$310K	Buy	3,586 +36	+1%	+$3.04K	0.2%	109
2020 Q2	$281K	Buy	3,550 +120	+3%	+$8.7K	0.22%	106
2020 Q1	$209K	Sell	3,430 -492	-13%	-$35.9K	0.21%	106
2019 Q4	$312K	Buy	3,922 +2	+0.1%	+$147	0.22%	100
2019 Q3	$277K	Buy	3,920 +2	+0.1%	+$144	0.22%	100
2019 Q2	$279K	Buy	3,918 +2	+0.1%	+$139	0.22%	95
2019 Q1	$266K	Sell	3,916 -70	-2%	-$4.49K	0.22%	102
2018 Q4	$227K	Buy	+3,986	New	+$242K	0.26%	85

Other funds holding IWP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

MONECO Advisors's IWP Position: Q3 2026 in Review

MONECO Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q3 2026, buying an estimated $1.4K and bringing the position to 9,822 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #222.

MONECO Advisors first reported a position in IWP in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.44M in Q2 2026. 786 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

MONECO Advisors held 9,822 shares of iShares Russell Mid-Cap Growth ETF worth $1.35M as of Q3 2026.
MONECO Advisors bought 10 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.4K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of MONECO Advisors's portfolio in Q3 2026, its #222 holding.
MONECO Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 32 quarters since.
MONECO Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.44M in Q2 2026.
786 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.