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Polaris Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Polaris Financial Partners’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 		$137K Buy
+990
New +$139K 0.06% 99

Other funds holding IWP

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Polaris Financial Partners's IWP Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 990 shares worth $137K. The stake represents 0.06% of the portfolio and ranks #99 among its holdings.

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

  • Polaris Financial Partners held 990 shares of iShares Russell Mid-Cap Growth ETF worth $137K as of Q3 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of Polaris Financial Partners's portfolio in Q3 2026, its #99 holding.
  • 9 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.