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 Q3	$524K	Buy	3,802 +4	+0.1%	+$562	0.16%	73
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Skyline Advisors's IWP Position: Q3 2026 in Review

Skyline Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.11% in Q3 2026, buying an estimated $562 and bringing the position to 3,802 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #73.

Skyline Advisors first reported a position in IWP in Q4 2023 and has held it in 12 quarters since. The position peaked at $556K in Q2 2026. 843 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Skyline Advisors held 3,802 shares of iShares Russell Mid-Cap Growth ETF worth $524K as of Q3 2026.
Skyline Advisors bought 4 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $562.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Skyline Advisors's portfolio in Q3 2026, its #73 holding.
Skyline Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
Skyline Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $556K in Q2 2026.
843 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Skyline Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.