St. Clair Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

St. Clair 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	$536K	Hold	3,658	–	–	0.14%	62
2026 Q1	$469K	Hold	3,658	–	–	0.12%	68
2025 Q4	$501K	Hold	3,658	–	–	0.13%	65
2025 Q3	$521K	Hold	3,658	–	–	0.14%	62
2025 Q2	$507K	Hold	3,658	–	–	0.13%	61
2025 Q1	$430K	Hold	3,658	–	–	0.12%	66
2024 Q4	$464K	Hold	3,658	–	–	0.13%	65
2024 Q3	$429K	Hold	3,658	–	–	0.12%	69
2024 Q2	$404K	Hold	3,658	–	–	0.13%	66
2024 Q1	$418K	Hold	3,658	–	–	0.14%	67
2023 Q4	$382K	Hold	3,658	–	–	0.13%	71
2023 Q3	$334K	Hold	3,658	–	–	0.13%	72
2023 Q2	$353K	Hold	3,658	–	–	0.14%	71
2023 Q1	$333K	Hold	3,658	–	–	0.15%	70
2022 Q4	$306K	Hold	3,658	–	–	0.19%	47
2022 Q3	$287K	Hold	3,658	–	–	0.23%	32
2022 Q2	$290K	Hold	3,658	–	–	0.23%	35
2022 Q1	$368K	Hold	3,658	–	–	0.25%	35
2021 Q4	$421K	Hold	3,658	–	–	0.24%	36
2021 Q3	$410K	Hold	3,658	–	–	0.28%	34
2021 Q2	$414K	Hold	3,658	–	–	0.31%	25
2021 Q1	$373K	Hold	3,658	–	–	0.3%	27
2020 Q4	$375K	Buy	+3,658	New	+$348K	0.35%	31

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

St. Clair Advisors's IWP Position: Q2 2026 in Review

St. Clair Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,658 shares worth $536K. The position accounts for 0.14% of the portfolio, ranked #62.

St. Clair Advisors first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. 329 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

St. Clair Advisors held 3,658 shares of iShares Russell Mid-Cap Growth ETF worth $536K as of Q2 2026.
St. Clair Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.14% of St. Clair Advisors's portfolio in Q2 2026, its #62 holding.
St. Clair Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
329 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.