15 Wealth Advisors LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

15 Wealth Advisors LLC’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	$875K	Buy	+6,352	New	+$892K	0.22%	50

Other funds holding IWP

First Citizens Bank & Trust

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Krilogy Financial

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

15 Wealth Advisors LLC's IWP Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 6,352 shares worth $875K. The stake represents 0.22% of the portfolio and ranks #50 among its holdings.

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

15 Wealth Advisors LLC held 6,352 shares of iShares Russell Mid-Cap Growth ETF worth $875K as of Q3 2026.
iShares Russell Mid-Cap Growth ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.22% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #50 holding.
156 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.