Windsor Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Windsor Capital Management’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	$256K	Buy	1,860 +1	+0.1%	+$140	0.07%	116
2026 Q2	$272K	Hold	1,859	–	–	0.07%	114
2026 Q1	$238K	Buy	1,859 +1	+0.1%	+$135	0.07%	113
2025 Q4	$254K	Buy	1,858 +1	+0.1%	+$140	0.07%	106
2025 Q3	$265K	Sell	1,857 -1	-0.1%	-$141	0.07%	108
2025 Q2	$258K	Buy	1,858 +1	+0.1%	+$127	0.08%	106
2025 Q1	$218K	Hold	1,857	–	–	0.07%	112
2024 Q4	$235K	Hold	1,857	–	–	0.07%	109
2024 Q3	$218K	Hold	1,857	–	–	0.06%	113
2024 Q2	$205K	Buy	1,857 +1	+0.1%	+$110	0.06%	111
2024 Q1	$212K	Buy	+1,856	New	+$201K	0.07%	107
2023 Q4	–	Sell	-2,741	Closed	-$250K	–	114
2023 Q3	$250K	Hold	2,741	–	–	0.09%	100
2023 Q2	$265K	Hold	2,741	–	–	0.09%	97
2023 Q1	$250K	Buy	2,741 +88	+3%	+$7.85K	0.09%	100
2022 Q4	$222K	Buy	+2,653	New	+$223K	0.08%	106
2022 Q1	–	Sell	-1,982	Closed	-$228K	–	123
2021 Q4	$228K	Hold	1,982	–	–	0.07%	110
2021 Q3	$222K	Buy	1,982 +1	+0.1%	+$115	0.07%	111
2021 Q2	$224K	Hold	1,981	–	–	0.07%	110
2021 Q1	$202K	Sell	1,981 -14	-0.7%	-$1.46K	0.07%	116
2020 Q4	$204K	Buy	+1,995	New	+$190K	0.08%	116
2015 Q4	–	Sell	-470	Closed	-$20K	–	254
2015 Q3	$20K	Buy	+470	New	+$22.3K	0.01%	257
2014 Q1	–	Sell	-464	Closed	-$20K	–	183
2013 Q4	$20K	Sell	464 -258	-36%	-$10.4K	0.01%	266
2013 Q3	$28K	Buy	+722	New	+$27.5K	0.02%	238

Other funds holding IWP

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SGAM

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

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

RFA

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

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 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

Windsor Capital Management's IWP Position: Q3 2026 in Review

Windsor Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.05% in Q3 2026, buying an estimated $140 and bringing the position to 1,860 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #116.

Windsor Capital Management first reported a position in IWP in Q3 2013 and has held it in 23 quarters since. The position peaked at $272K in Q2 2026. 131 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Windsor Capital Management held 1,860 shares of iShares Russell Mid-Cap Growth ETF worth $256K as of Q3 2026.
Windsor Capital Management bought 1 iShares Russell Mid-Cap Growth ETF share in Q3 2026, an estimated $140.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Windsor Capital Management's portfolio in Q3 2026, its #116 holding.
Windsor Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and has held it in 23 quarters since.
Windsor Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $272K in Q2 2026.
131 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.