Stiles Financial Services
IWP icon

Stiles Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stiles Financial Services’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 		$310K Sell
2,250
-65
-3% -$9.13K 0.08% 147
2026
Q2 		$339K Buy
2,315
+115
+5% +$15.9K 0.09% 144
2026
Q1 		$282K Hold
2,200
– – 0.09% 148
2025
Q4 		$301K Hold
2,200
– – 0.09% 149
2025
Q3 		$313K Hold
2,200
– – 0.1% 146
2025
Q2 		$305K Hold
2,200
– – 0.11% 145
2025
Q1 		$258K Hold
2,200
– – 0.1% 150
2024
Q4 		$279K Hold
2,200
– – 0.1% 153
2024
Q3 		$258K Hold
2,200
– – 0.09% 165
2024
Q2 		$243K Sell
2,200
-500
-19% -$54.9K 0.09% 165
2024
Q1 		$308K Hold
2,700
– – 0.12% 136
2023
Q4 		$282K Buy
2,700
+1
+0% +$95 0.13% 142
2023
Q3 		$247K Hold
2,699
– – 0.13% 150
2023
Q2 		$261K Hold
2,699
– – 0.13% 156
2023
Q1 		$246K Buy
+2,699
New +$241K 0.13% 158
2022
Q3 		– Sell
-2,865
Closed -$227K – 178
2022
Q2 		$227K Hold
2,865
– – 0.14% 146
2022
Q1 		$288K Sell
2,865
-292
-9% -$29.1K 0.14% 133
2021
Q4 		$364K Buy
+3,157
New +$368K 0.18% 126

Other funds holding IWP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Stiles Financial Services's IWP Position: Q3 2026 in Review

Stiles Financial Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.8% in Q3 2026, selling an estimated $9.13K and leaving 2,250 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #147.

Stiles Financial Services first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $364K in Q4 2021. 936 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Stiles Financial Services held 2,250 shares of iShares Russell Mid-Cap Growth ETF worth $310K as of Q3 2026.
  • Stiles Financial Services sold 65 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $9.13K.
  • iShares Russell Mid-Cap Growth ETF made up 0.08% of Stiles Financial Services's portfolio in Q3 2026, its #147 holding.
  • Stiles Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $364K in Q4 2021.
  • 936 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.