Moors & Cabot’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Moors & Cabot’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	$291K	Hold	2,112	–	–	0.01%	778
2026 Q2	$309K	Sell	2,112 -138	-6%	-$19K	0.01%	740
2026 Q1	$288K	Buy	2,250 +523	+30%	+$70.8K	0.01%	719
2025 Q4	$236K	Buy	+1,727	New	+$241K	0.01%	797
2022 Q2	–	Sell	-2,236	Closed	-$225K	–	869
2022 Q1	$225K	Sell	2,236 -13	-0.6%	-$1.3K	0.01%	734
2021 Q4	$259K	Sell	2,249 -9	-0.4%	-$1.05K	0.02%	681
2021 Q3	$258K	Buy	+2,258	New	+$260K	0.02%	656

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

Moors & Cabot's IWP Position: Q3 2026 in Review

Moors & Cabot held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 2,112 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #778.

Moors & Cabot first reported a position in IWP in Q3 2021 and has held it in 7 quarters since. The position peaked at $309K in Q2 2026. 732 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Moors & Cabot held 2,112 shares of iShares Russell Mid-Cap Growth ETF worth $291K as of Q3 2026.
Moors & Cabot left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #778 holding.
Moors & Cabot first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 7 quarters since.
Moors & Cabot's iShares Russell Mid-Cap Growth ETF position peaked at $309K in Q2 2026.
732 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.