William Allan Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

William Allan Corp’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	$576K	Buy	4,183 +3	+0.1%	+$421	0.29%	50
2026 Q2	$612K	Buy	4,180 +4	+0.1%	+$551	0.3%	49
2026 Q1	$535K	Buy	4,176 +1	+0%	+$135	0.32%	47
2025 Q4	$572K	Buy	+4,175	New	+$583K	0.32%	46

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

William Allan Corp's IWP Position: Q3 2026 in Review

William Allan Corp increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.07% in Q3 2026, buying an estimated $421 and bringing the position to 4,183 shares worth $576K. The position accounts for 0.29% of the portfolio, ranked #50.

William Allan Corp first reported a position in IWP in Q4 2025 and has held it in 4 quarters since. The position peaked at $612K in Q2 2026. 508 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

William Allan Corp held 4,183 shares of iShares Russell Mid-Cap Growth ETF worth $576K as of Q3 2026.
William Allan Corp bought 3 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $421.
iShares Russell Mid-Cap Growth ETF made up 0.29% of William Allan Corp's portfolio in Q3 2026, its #50 holding.
William Allan Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
William Allan Corp's iShares Russell Mid-Cap Growth ETF position peaked at $612K in Q2 2026.
508 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.