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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

October Effect's IWP Position: Q2 2026 in Review

October Effect reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.3% in Q2 2026, selling an estimated $30.3K and leaving 4,844 shares worth $709K. The position accounts for 0.67% of the portfolio, ranked #37.

October Effect first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. The position peaked at $737K in Q3 2025. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

October Effect held 4,844 shares of iShares Russell Mid-Cap Growth ETF worth $709K as of Q2 2026.
October Effect sold 220 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $30.3K.
iShares Russell Mid-Cap Growth ETF made up 0.67% of October Effect's portfolio in Q2 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 5 quarters since.
October Effect's iShares Russell Mid-Cap Growth ETF position peaked at $737K in Q3 2025.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on October Effect's 13F filing for Q2 2026, filed 21 Jul 2026.