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

Wedmont Private 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	$238K	Sell	1,686 -31	-2%	-$4.35K	0.01%	882
2026 Q2	$245K	Buy	1,717 +1	+0.1%	+$138	0.01%	838
2026 Q1	$228K	Hold	1,716	–	–	0.01%	767
2025 Q4	$242K	Buy	1,716 +16	+0.9%	+$2.24K	0.01%	711
2025 Q3	$242K	Hold	1,700	–	–	0.01%	683
2025 Q2	$237K	Buy	+1,700	New	+$215K	0.01%	664
2025 Q1	–	Sell	-1,699	Closed	-$216K	–	734
2024 Q4	$216K	Sell	1,699 -322	-16%	-$40.9K	0.01%	646
2024 Q3	$237K	Buy	2,021 +1	+0%	+$112	0.01%	578
2024 Q2	$229K	Hold	2,020	–	–	0.01%	576
2024 Q1	$228K	Buy	2,020 +1	+0%	+$108	0.02%	532
2023 Q4	$207K	Buy	+2,019	New	+$191K	0.02%	525
2022 Q1	–	Sell	-1,942	Closed	-$204K	–	326
2021 Q4	$204K	Buy	+1,942	New	+$226K	0.06%	233

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

Wedmont Private Capital's IWP Position: Q3 2026 in Review

Wedmont Private Capital reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.8% in Q3 2026, selling an estimated $4.35K and leaving 1,686 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #882.

Wedmont Private Capital first reported a position in IWP in Q4 2021 and has held it in 12 quarters since. The position peaked at $245K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Wedmont Private Capital held 1,686 shares of iShares Russell Mid-Cap Growth ETF worth $238K as of Q3 2026.
Wedmont Private Capital sold 31 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $4.35K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #882 holding.
Wedmont Private Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Wedmont Private Capital's iShares Russell Mid-Cap Growth ETF position peaked at $245K in Q2 2026.
75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.