Y-Intercept (HK)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Y-Intercept (HK)’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	–	Sell	-7,862	Closed	-$1.15M	–	1828
2026 Q2	$1.15M	Buy	7,862 +3,516	+81%	+$485K	0.02%	988
2026 Q1	$557K	Buy	+4,346	New	+$588K	0.01%	1235
2025 Q2	–	Sell	-24,269	Closed	-$2.85M	–	1824
2025 Q1	$2.85M	Sell	24,269 -835	-3%	-$107K	0.19%	125
2024 Q4	$3.18M	Buy	25,104 +15,350	+157%	+$1.95M	0.21%	114
2024 Q3	$1.14M	Buy	9,754 +5,428	+125%	+$607K	0.07%	383
2024 Q2	$477K	Buy	+4,326	New	+$475K	0.03%	826
2023 Q3	–	Sell	-23,490	Closed	-$2.27M	–	1320
2023 Q2	$2.27M	Buy	23,490 +16,928	+258%	+$1.54M	0.24%	93
2023 Q1	$597K	Buy	+6,562	New	+$586K	0.07%	432
2021 Q4	–	Sell	-2,040	Closed	-$229K	–	726
2021 Q3	$229K	Buy	+2,040	New	+$235K	0.04%	544
2021 Q2	–	Sell	-4,570	Closed	-$458K	–	753
2021 Q1	$458K	Buy	+4,570	New	+$478K	0.12%	278

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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Y-Intercept (HK)'s IWP Position: Q3 2026 in Review

Y-Intercept (HK) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026, closing a stake of 7,862 shares — an estimated $1.15M sold.

Y-Intercept (HK) first reported a position in IWP in Q1 2021 and held it in 10 quarters. The position peaked at $3.18M in Q4 2024. 543 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Y-Intercept (HK) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 7,862 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.15M.
Y-Intercept (HK) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and held it in 10 quarters.
Y-Intercept (HK)'s iShares Russell Mid-Cap Growth ETF position peaked at $3.18M in Q4 2024.
543 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.