TAGStone Capital
IWP icon

TAGStone Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TAGStone Capital’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 		$6.18M Buy
44,901
+1,354
+3% +$190K 1.9% 13
2026
Q2 		$6.38M Buy
43,547
+34
+0.1% +$4.69K 2.03% 13
2026
Q1 		$5.57M Sell
43,513
-217
-0.5% -$29.4K 1.97% 14
2025
Q4 		$5.99M Buy
43,730
+581
+1% +$81.2K 2.23% 11
2025
Q3 		$6.14M Buy
43,149
+79
+0.2% +$11.2K 2.43% 9
2025
Q2 		$5.97M Buy
43,070
+852
+2% +$108K 2.46% 9
2025
Q1 		$4.96M Sell
42,218
-25
-0.1% -$3.21K 2.44% 10
2024
Q4 		$5.35M Buy
42,243
+524
+1% +$66.6K 2.64% 8
2024
Q3 		$4.89M Buy
41,719
+1,141
+3% +$128K 2.5% 11
2024
Q2 		$4.48M Buy
40,578
+903
+2% +$99.2K 2.54% 11
2024
Q1 		$4.53M Buy
39,675
+3,417
+9% +$370K 2.65% 10
2023
Q4 		$3.79M Buy
36,258
+941
+3% +$89.2K 2.48% 12
2023
Q3 		$3.23M Buy
35,317
+519
+1% +$49.6K 2.38% 13
2023
Q2 		$3.36M Sell
34,798
-505
-1% -$46K 2.42% 12
2023
Q1 		$3.21M Buy
35,303
+515
+1% +$46K 2.41% 12
2022
Q4 		$2.91M Buy
34,788
+813
+2% +$68.4K 2.4% 12
2022
Q3 		$2.66M Buy
33,975
+758
+2% +$65.2K 2.47% 13
2022
Q2 		$2.63M Buy
33,217
+3,390
+11% +$295K 2.51% 14
2022
Q1 		$3M Buy
29,827
+37
+0.1% +$3.68K 2.53% 13
2021
Q4 		$3.43M Buy
+29,790
New +$3.47M 2.85% 8

Other funds holding IWP

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
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

TAGStone Capital's IWP Position: Q3 2026 in Review

TAGStone Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.1% in Q3 2026, buying an estimated $190K and bringing the position to 44,901 shares worth $6.18M. The position accounts for 1.9% of the portfolio, ranked #13.

TAGStone Capital first reported a position in IWP in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.38M in Q2 2026. 786 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • TAGStone Capital held 44,901 shares of iShares Russell Mid-Cap Growth ETF worth $6.18M as of Q3 2026.
  • TAGStone Capital bought 1,354 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $190K.
  • iShares Russell Mid-Cap Growth ETF made up 1.9% of TAGStone Capital's portfolio in Q3 2026, its #13 holding.
  • TAGStone Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • TAGStone Capital's iShares Russell Mid-Cap Growth ETF position peaked at $6.38M in Q2 2026.
  • 786 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on TAGStone Capital's 13F filing for Q3 2026, filed 9 Nov 2026.