United Advisor Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

United Advisor Group’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	$1.94M	Sell	14,089 -1,318	-9%	-$185K	0.18%	136
2026 Q2	$2.26M	Buy	15,407 +1,020	+7%	+$141K	0.24%	115
2026 Q1	$1.84M	Buy	14,387 +2,400	+20%	+$325K	0.23%	114
2025 Q4	$1.64M	Buy	+11,987	New	+$1.68M	0.2%	117

Other funds holding IWP

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

United Advisor Group's IWP Position: Q3 2026 in Review

United Advisor Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.6% in Q3 2026, selling an estimated $185K and leaving 14,089 shares worth $1.94M. The position accounts for 0.18% of the portfolio, ranked #136.

United Advisor Group first reported a position in IWP in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q2 2026. 635 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

United Advisor Group held 14,089 shares of iShares Russell Mid-Cap Growth ETF worth $1.94M as of Q3 2026.
United Advisor Group sold 1,318 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $185K.
iShares Russell Mid-Cap Growth ETF made up 0.18% of United Advisor Group's portfolio in Q3 2026, its #136 holding.
United Advisor Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
United Advisor Group's iShares Russell Mid-Cap Growth ETF position peaked at $2.26M in Q2 2026.
635 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.