Three Bearings Fiduciary Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Three Bearings Fiduciary 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	$8.49M	Buy	58,018 +1,259	+2%	+$174K	7.61%	3
2026 Q1	$7.27M	Buy	56,759 +2,198	+4%	+$297K	7.04%	3
2025 Q4	$7.4M	Buy	+54,561	New	+$7.62M	6.92%	3

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IWP Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.2% in Q2 2026, buying an estimated $174K and bringing the position to 58,018 shares worth $8.49M. The position accounts for 7.61% of the portfolio, ranked #3.

Three Bearings Fiduciary Advisors first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Three Bearings Fiduciary Advisors held 58,018 shares of iShares Russell Mid-Cap Growth ETF worth $8.49M as of Q2 2026.
Three Bearings Fiduciary Advisors bought 1,259 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $174K.
iShares Russell Mid-Cap Growth ETF made up 7.61% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #3 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.