TrueWealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TrueWealth 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	$351K	Hold	2,552	–	–	0.08%	186
2026 Q2	$374K	Hold	2,552	–	–	0.08%	174
2026 Q1	$327K	Hold	2,552	–	–	0.08%	191
2025 Q4	$349K	Hold	2,552	–	–	0.09%	179
2025 Q3	$363K	Hold	2,552	–	–	0.1%	160
2025 Q2	$354K	Hold	2,552	–	–	0.1%	154
2025 Q1	$300K	Hold	2,552	–	–	0.1%	161
2024 Q4	$323K	Hold	2,552	–	–	0.11%	160
2024 Q3	$299K	Hold	2,552	–	–	0.1%	176
2024 Q2	$282K	Hold	2,552	–	–	0.1%	171
2024 Q1	$291K	Hold	2,552	–	–	0.11%	152
2023 Q4	$267K	Hold	2,552	–	–	0.1%	153
2023 Q3	$233K	Hold	2,552	–	–	0.1%	166
2023 Q2	$247K	Hold	2,552	–	–	0.1%	156
2023 Q1	$232K	Hold	2,552	–	–	0.1%	166
2022 Q4	$213K	Hold	2,552	–	–	0.09%	171
2022 Q3	$200K	Hold	2,552	–	–	0.09%	158
2022 Q2	$202K	Hold	2,552	–	–	0.09%	166
2022 Q1	$294K	Hold	2,552	–	–	0.13%	133
2021 Q4	$294K	Hold	2,552	–	–	0.13%	133
2021 Q3	$286K	Hold	2,552	–	–	0.16%	107
2021 Q2	$289K	Hold	2,552	–	–	0.17%	103
2021 Q1	$272K	Hold	2,552	–	–	0.18%	102
2020 Q4	$269K	Buy	+2,552	New	+$243K	0.23%	70

Other funds holding IWP

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

RFA

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

TrueWealth Advisors's IWP Position: Q3 2026 in Review

TrueWealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 2,552 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #186.

TrueWealth Advisors first reported a position in IWP in Q4 2020 and has held it in 24 quarters since. The position peaked at $374K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

TrueWealth Advisors held 2,552 shares of iShares Russell Mid-Cap Growth ETF worth $351K as of Q3 2026.
TrueWealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of TrueWealth Advisors's portfolio in Q3 2026, its #186 holding.
TrueWealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
TrueWealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $374K in Q2 2026.
75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.