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North Point Portfolio Managers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

North Point Portfolio Managers’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 		$83K Buy
+603
New +$84.7K 0.01% 107

Other funds holding IWP

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

North Point Portfolio Managers's IWP Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 603 shares worth $83K. The stake represents 0.01% of the portfolio and ranks #107 among its holdings.

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

  • North Point Portfolio Managers held 603 shares of iShares Russell Mid-Cap Growth ETF worth $83K as of Q3 2026.
  • iShares Russell Mid-Cap Growth ETF was a new North Point Portfolio Managers position in Q3 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #107 holding.
  • 161 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.