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McCarley & Cook Financial Planners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

McCarley & Cook Financial Planners’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 		$228K Sell
1,656
-70
-4% -$9.8K 0.17% 48
2026
Q2 		$253K Hold
1,726
– – 0.2% 47
2026
Q1 		$221K Hold
1,726
– – 0.19% 49
2025
Q4 		$236K Buy
+1,726
New +$241K 0.21% 47

Other funds holding IWP

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

McCarley & Cook Financial Planners's IWP Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.1% in Q3 2026, selling an estimated $9.8K and leaving 1,656 shares worth $228K. The position accounts for 0.17% of the portfolio, ranked #48.

McCarley & Cook Financial Planners first reported a position in IWP in Q4 2025 and has held it in 4 quarters since. The position peaked at $253K in Q2 2026. 316 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,656 shares of iShares Russell Mid-Cap Growth ETF worth $228K as of Q3 2026.
  • McCarley & Cook Financial Planners sold 70 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $9.8K.
  • iShares Russell Mid-Cap Growth ETF made up 0.17% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #48 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's iShares Russell Mid-Cap Growth ETF position peaked at $253K in Q2 2026.
  • 316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.