October Effect’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

October Effect’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	$640K	Sell	4,649 -195	-4%	-$27.4K	0.65%	37
2026 Q2	$709K	Sell	4,844 -220	-4%	-$30.3K	0.67%	37
2026 Q1	$649K	Buy	5,064 +53	+1%	+$7.17K	0.75%	42
2025 Q4	$686K	Sell	5,011 -162	-3%	-$22.6K	0.76%	37
2025 Q3	$737K	Buy	5,173 +188	+4%	+$26.6K	0.81%	27
2025 Q2	$691K	Buy	+4,985	New	+$631K	0.83%	27

Other funds holding IWP

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

October Effect's IWP Position: Q3 2026 in Review

October Effect reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4% in Q3 2026, selling an estimated $27.4K and leaving 4,649 shares worth $640K. The position accounts for 0.65% of the portfolio, ranked #37.

October Effect first reported a position in IWP in Q2 2025 and has held it in 6 quarters since. The position peaked at $737K in Q3 2025. 904 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

October Effect held 4,649 shares of iShares Russell Mid-Cap Growth ETF worth $640K as of Q3 2026.
October Effect sold 195 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $27.4K.
iShares Russell Mid-Cap Growth ETF made up 0.65% of October Effect's portfolio in Q3 2026, its #37 holding.
October Effect first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
October Effect's iShares Russell Mid-Cap Growth ETF position peaked at $737K in Q3 2025.
904 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.