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 Q2	$5.28M	Buy	36,042 +1,175	+3%	+$162K	3.09%	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

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

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

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

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

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return