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 Q3	$504K	Hold	3,658	–	–	0.13%	63
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

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

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

St. Clair Advisors's IWP Position: Q3 2026 in Review

St. Clair Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 3,658 shares worth $504K. The position accounts for 0.13% of the portfolio, ranked #63.

St. Clair Advisors first reported a position in IWP in Q4 2020 and has held it in 24 quarters since. The position peaked at $536K in Q2 2026. 353 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

St. Clair Advisors held 3,658 shares of iShares Russell Mid-Cap Growth ETF worth $504K as of Q3 2026.
St. Clair Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.13% of St. Clair Advisors's portfolio in Q3 2026, its #63 holding.
St. Clair Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
St. Clair Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $536K in Q2 2026.
353 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.