Yardley Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Yardley Wealth 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	$284K	Sell	2,064 -112	-5%	-$15.7K	0.12%	38
2026 Q2	$319K	Sell	2,176 -24	-1%	-$3.31K	0.14%	34
2026 Q1	$282K	Hold	2,200	–	–	0.14%	34
2025 Q4	$301K	Hold	2,200	–	–	0.16%	34
2025 Q3	$313K	Hold	2,200	–	–	0.18%	32
2025 Q2	$305K	Hold	2,200	–	–	0.17%	38
2025 Q1	$258K	Sell	2,200 -6,600	-75%	-$848K	0.15%	39
2024 Q4	$1.07M	Buy	8,800 +6,600	+300%	+$839K	0.52%	27
2024 Q3	$258K	Buy	+2,200	New	+$246K	0.15%	40

Other funds holding IWP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Yardley Wealth Management's IWP Position: Q3 2026 in Review

Yardley Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.1% in Q3 2026, selling an estimated $15.7K and leaving 2,064 shares worth $284K. The position accounts for 0.12% of the portfolio, ranked #38.

Yardley Wealth Management first reported a position in IWP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q4 2024. 732 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Yardley Wealth Management held 2,064 shares of iShares Russell Mid-Cap Growth ETF worth $284K as of Q3 2026.
Yardley Wealth Management sold 112 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $15.7K.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Yardley Wealth Management's portfolio in Q3 2026, its #38 holding.
Yardley Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
Yardley Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.07M in Q4 2024.
732 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.