Parkshore Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Parkshore Wealth Management’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	$242K	Sell	1,761 -64	-4%	-$8.99K	0.06%	63
2026 Q2	$267K	Sell	1,825 -1,156	-39%	-$159K	0.08%	63
2026 Q1	$382K	Buy	2,981 +1	+0%	+$135	0.13%	49
2025 Q4	$408K	Buy	2,980 +4	+0.1%	+$559	0.15%	48
2025 Q3	$424K	Hold	2,976	–	–	0.17%	46
2025 Q2	$413K	Sell	2,976 -484	-14%	-$61.2K	0.2%	46
2025 Q1	$407K	Hold	3,460	–	–	0.24%	45
2024 Q4	$439K	Buy	+3,460	New	+$440K	0.26%	45

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

Parkshore Wealth Management's IWP Position: Q3 2026 in Review

Parkshore Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.5% in Q3 2026, selling an estimated $8.99K and leaving 1,761 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #63.

Parkshore Wealth Management first reported a position in IWP in Q4 2024 and has held it in 8 quarters since. The position peaked at $439K in Q4 2024. 732 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Parkshore Wealth Management held 1,761 shares of iShares Russell Mid-Cap Growth ETF worth $242K as of Q3 2026.
Parkshore Wealth Management sold 64 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $8.99K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Parkshore Wealth Management's portfolio in Q3 2026, its #63 holding.
Parkshore Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $439K in Q4 2024.
732 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.