Processus Wealth & Capital Management
IWP icon

Processus Wealth & Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Processus Wealth & Capital 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 		$4.91M Sell
35,689
-292
-0.8% -$41K 2.86% 12
2026
Q2 		$5.27M Buy
35,981
+1,114
+3% +$154K 3.12% 11
2026
Q1 		$4.47M Buy
34,867
+1,180
+4% +$160K 3.03% 14
2025
Q4 		$4.61M Buy
33,687
+2,227
+7% +$311K 3.04% 12
2025
Q3 		$4.48M Buy
31,460
+6,291
+25% +$889K 3.21% 11
2025
Q2 		$3.49M Sell
25,169
-227
-0.9% -$28.7K 2.76% 14
2025
Q1 		$2.98M Buy
25,396
+517
+2% +$66.5K 2.54% 17
2024
Q4 		$3.15M Sell
24,879
-573
-2% -$72.8K 2.51% 15
2024
Q3 		$2.99M Sell
25,452
-795
-3% -$88.9K 2.46% 18
2024
Q2 		$2.9M Buy
26,247
+152
+0.6% +$16.7K 2.4% 17
2024
Q1 		$2.98M Buy
26,095
+1,020
+4% +$110K 2.64% 17
2023
Q4 		$2.62M Buy
+25,075
New +$2.38M 2.62% 15

Other funds holding IWP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Processus Wealth & Capital Management's IWP Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.81% in Q3 2026, selling an estimated $41K and leaving 35,689 shares worth $4.91M. The position accounts for 2.86% of the portfolio, ranked #12.

Processus Wealth & Capital Management first reported a position in IWP in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.27M in Q2 2026. 772 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Processus Wealth & Capital Management held 35,689 shares of iShares Russell Mid-Cap Growth ETF worth $4.91M as of Q3 2026.
  • Processus Wealth & Capital Management sold 292 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $41K.
  • iShares Russell Mid-Cap Growth ETF made up 2.86% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #12 holding.
  • Processus Wealth & Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Processus Wealth & Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $5.27M in Q2 2026.
  • 772 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.