RFA
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RTD Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

RTD Financial Advisors’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 		$28.6M Buy
195,438
+1,649
+0.9% +$227K 3.12% 8
2026
Q1 		$24.8M Sell
193,789
-11,013
-5% -$1.49M 3.05% 8
2025
Q4 		$28M Sell
204,802
-3,530
-2% -$493K 3.42% 7
2025
Q3 		$29.7M Sell
208,332
-7,254
-3% -$1.03M 3.57% 8
2025
Q2 		$29.9M Sell
215,586
-53,702
-20% -$6.79M 3.83% 7
2025
Q1 		$31.6M Sell
269,288
-44,903
-14% -$5.77M 4.25% 6
2024
Q4 		$39.8M Sell
314,191
-10,291
-3% -$1.31M 5.11% 5
2024
Q3 		$38.1M Buy
324,482
+15,458
+5% +$1.73M 4.82% 4
2024
Q2 		$34.1M Buy
309,024
+13,299
+4% +$1.46M 4.59% 6
2024
Q1 		$33.8M Buy
295,725
+11,294
+4% +$1.22M 4.54% 6
2023
Q4 		$29.7M Sell
284,431
-2,458
-0.9% -$233K 4.17% 6
2023
Q3 		$26.2M Sell
286,889
-6,248
-2% -$597K 4% 6
2023
Q2 		$28.3M Buy
293,137
+3,953
+1% +$360K 4.12% 6
2023
Q1 		$26.3M Buy
289,184
+10,808
+4% +$965K 4.07% 6
2022
Q4 		$23.3M Buy
278,376
+7,887
+3% +$664K 3.79% 7
2022
Q3 		$21.2M Buy
270,489
+916
+0.3% +$78.8K 3.91% 8
2022
Q2 		$21.4M Buy
269,573
+24,453
+10% +$2.13M 3.28% 9
2022
Q1 		$24.6M Sell
245,120
-5,771
-2% -$575K 3.32% 8
2021
Q4 		$28.9M Buy
+250,891
New +$29.3M 3.79% 6

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM