Values Added Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Values Added Financial’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	$634K	Hold	4,603	–	–	0.22%	67
2026 Q2	$674K	Hold	4,603	–	–	0.24%	68
2026 Q1	$590K	Hold	4,603	–	–	0.25%	66
2025 Q4	$630K	Hold	4,603	–	–	0.27%	67
2025 Q3	$656K	Hold	4,603	–	–	0.29%	63
2025 Q2	$638K	Hold	4,603	–	–	0.31%	60
2025 Q1	$541K	Hold	4,603	–	–	0.3%	62
2024 Q4	$583K	Hold	4,603	–	–	0.34%	54
2024 Q3	$540K	Hold	4,603	–	–	0.34%	55
2024 Q2	$508K	Hold	4,603	–	–	0.37%	53
2024 Q1	$525K	Hold	4,603	–	–	0.41%	50
2023 Q4	$481K	Hold	4,603	–	–	0.39%	47
2023 Q3	$420K	Hold	4,603	–	–	0.38%	52
2023 Q2	$445K	Buy	+4,603	New	+$419K	0.42%	50

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

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Values Added Financial's IWP Position: Q3 2026 in Review

Values Added Financial held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 4,603 shares worth $634K. The position accounts for 0.22% of the portfolio, ranked #67.

Values Added Financial first reported a position in IWP in Q2 2023 and has held it in 14 quarters since. The position peaked at $674K in Q2 2026. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Values Added Financial held 4,603 shares of iShares Russell Mid-Cap Growth ETF worth $634K as of Q3 2026.
Values Added Financial left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Values Added Financial's portfolio in Q3 2026, its #67 holding.
Values Added Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
Values Added Financial's iShares Russell Mid-Cap Growth ETF position peaked at $674K in Q2 2026.
508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.