Simon Quick Advisors
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Simon Quick Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Simon Quick 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
Q3 		$618K Buy
4,486
+1,137
+34% +$160K 0.02% 264
2026
Q2 		$490K Sell
3,349
-159
-5% -$21.9K 0.02% 271
2026
Q1 		$449K Hold
3,508
– – 0.02% 257
2025
Q4 		$480K Hold
3,508
– – 0.02% 255
2025
Q3 		$500K Buy
+3,508
New +$496K 0.02% 270
2023
Q4 		– Sell
-8,807
Closed -$805K – 359
2023
Q3 		$805K Hold
8,807
– – 0.08% 125
2023
Q2 		$851K Buy
8,807
+8
+0.1% +$729 0.08% 112
2023
Q1 		$801K Buy
8,799
+14
+0.2% +$1.25K 0.09% 112
2022
Q4 		$734K Buy
8,785
+25
+0.3% +$2.1K 0.09% 107
2022
Q3 		$687K Sell
8,760
-883
-9% -$76K 0.1% 98
2022
Q2 		$877K Buy
9,643
+13
+0.1% +$1.13K 0.11% 92
2022
Q1 		$968K Buy
9,630
+13
+0.1% +$1.3K 0.27% 41
2021
Q4 		$1.11M Buy
9,617
+8
+0.1% +$933 0.3% 43
2021
Q3 		$1.08M Buy
9,609
+11
+0.1% +$1.26K 0.28% 43
2021
Q2 		$1.09M Sell
9,598
-137
-1% -$14.6K 0.29% 42
2021
Q1 		$993K Sell
9,735
-327
-3% -$34.2K 0.29% 38
2020
Q4 		$1.03M Buy
10,062
+4,850
+93% +$462K 0.31% 38
2020
Q3 		$451K Buy
5,212
+6
+0.1% +$506 0.13% 52
2020
Q2 		$412K Sell
5,206
-24
-0.5% -$1.74K 0.16% 50
2020
Q1 		$318K Sell
5,230
-834
-14% -$60.8K 0.12% 57
2019
Q4 		$463K Buy
6,064
+726
+14% +$53.2K 0.17% 54
2019
Q3 		$377K Sell
5,338
-50,546
-90% -$3.63M 0.17% 44
2019
Q2 		$3.98M Buy
55,884
+14
+0% +$974 2.02% 15
2019
Q1 		$3.79M Buy
55,870
+96
+0.2% +$6.16K 1.58% 16
2018
Q4 		$3.17M Sell
55,774
-65,168
-54% -$3.96M 1.15% 19
2018
Q3 		$8.2M Sell
120,942
-7,032
-5% -$467K 3.31% 12
2018
Q2 		$8.11M Sell
127,974
-48,848
-28% -$3.07M 3.44% 12
2018
Q1 		$10.9M Buy
176,822
+121,906
+222% +$7.61M 4.55% 7
2017
Q4 		$3.5M Sell
54,916
-19,050
-26% -$1.12M 1.56% 15
2017
Q3 		$4.19M Buy
73,966
+3,918
+6% +$215K 1.52% 16
2017
Q2 		$3.78M Buy
70,048
+61,492
+719% +$3.27M 2.14% 13
2017
Q1 		$444K Buy
8,556
+3,550
+71% +$181K 0.26% 48
2016
Q4 		$244K Buy
+5,006
New +$241K 0.18% 82

Other funds holding IWP

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
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
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Simon Quick Advisors's IWP Position: Q3 2026 in Review

Simon Quick Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 34% in Q3 2026, buying an estimated $160K and bringing the position to 4,486 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #264.

Simon Quick Advisors first reported a position in IWP in Q4 2016 and has held it in 33 quarters since. The position peaked at $10.9M in Q1 2018. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Simon Quick Advisors held 4,486 shares of iShares Russell Mid-Cap Growth ETF worth $618K as of Q3 2026.
  • Simon Quick Advisors bought 1,137 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $160K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #264 holding.
  • Simon Quick Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 33 quarters since.
  • Simon Quick Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $10.9M in Q1 2018.
  • 508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.