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BOLTON SECURITIES CORPORATION’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$412K Buy
2,994
+72
+2% +$10.1K 0.02% 657
2026
Q2 		$428K Hold
2,922
– – 0.02% 654
2026
Q1 		$374K Buy
+2,922
New +$395K 0.02% 622
2025
Q3 		$452K Buy
+3,176
New +$449K 0.02% 536
2025
Q1 		$407K Buy
+3,466
New +$446K 0.02% 525

Other funds holding IWP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.5% in Q3 2026, buying an estimated $10.1K and bringing the position to 2,994 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #657.

BOLTON SECURITIES CORPORATION first reported a position in IWP in Q1 2025 and has held it in 5 quarters since. The position peaked at $452K in Q3 2025. 909 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,994 shares of iShares Russell Mid-Cap Growth ETF worth $412K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 72 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $10.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #657 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Russell Mid-Cap Growth ETF position peaked at $452K in Q3 2025.
  • 909 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.