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

Skyline 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 		$556K Sell
3,798
-11
-0.3% -$1.52K 0.17% 71
2026
Q1 		$488K Buy
3,809
+2
+0.1% +$271 0.17% 71
2025
Q4 		$521K Sell
3,807
-4
-0.1% -$559 0.17% 55
2025
Q3 		$543K Buy
3,811
+1
+0% +$141 0.19% 53
2025
Q2 		$528K Buy
3,810
+1
+0% +$127 0.2% 58
2025
Q1 		$447K Buy
3,809
+2
+0.1% +$257 0.18% 56
2024
Q4 		$482K Buy
3,807
+4
+0.1% +$508 0.19% 52
2024
Q3 		$446K Sell
3,803
-177
-4% -$19.8K 0.18% 49
2024
Q2 		$439K Sell
3,980
-7
-0.2% -$769 0.19% 48
2024
Q1 		$455K Buy
3,987
+2
+0.1% +$216 0.2% 44
2023
Q4 		$416K Buy
+3,985
New +$378K 0.2% 45

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

Skyline Advisors's IWP Position: Q2 2026 in Review

Skyline Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.29% in Q2 2026, selling an estimated $1.52K and leaving 3,798 shares worth $556K. The position accounts for 0.17% of the portfolio, ranked #71.

Skyline Advisors first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Skyline Advisors held 3,798 shares of iShares Russell Mid-Cap Growth ETF worth $556K as of Q2 2026.
  • Skyline Advisors sold 11 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.52K.
  • iShares Russell Mid-Cap Growth ETF made up 0.17% of Skyline Advisors's portfolio in Q2 2026, its #71 holding.
  • Skyline Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.