RVW Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

RVW Wealth’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	$751K	Sell	5,456 -403	-7%	-$56.6K	0.05%	96
2026 Q2	$858K	Sell	5,859 -11	-0.2%	-$1.52K	0.06%	86
2026 Q1	$752K	Buy	5,870 +3	+0.1%	+$406	0.06%	85
2025 Q4	$803K	Buy	+5,867	New	+$820K	0.06%	84
2024 Q2	–	Sell	-2,105	Closed	-$240K	–	155
2024 Q1	$240K	Hold	2,105	–	–	0.02%	128
2023 Q4	$220K	Sell	2,105 -149	-7%	-$14.1K	0.02%	134
2023 Q3	$206K	Buy	2,254 +149	+7%	+$14.2K	0.02%	135
2023 Q2	$203K	Buy	+2,105	New	+$192K	0.02%	148

Other funds holding IWP

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

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

RVW Wealth's IWP Position: Q3 2026 in Review

RVW Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.9% in Q3 2026, selling an estimated $56.6K and leaving 5,456 shares worth $751K. The position accounts for 0.05% of the portfolio, ranked #96.

RVW Wealth first reported a position in IWP in Q2 2023 and has held it in 8 quarters since. The position peaked at $858K in Q2 2026. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

RVW Wealth held 5,456 shares of iShares Russell Mid-Cap Growth ETF worth $751K as of Q3 2026.
RVW Wealth sold 403 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $56.6K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of RVW Wealth's portfolio in Q3 2026, its #96 holding.
RVW Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 8 quarters since.
RVW Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $858K in Q2 2026.
508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.