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YHB Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

YHB Investment Advisors’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 Hold
2,064
– – 0.02% 279
2026
Q2 		$302K Hold
2,064
– – 0.02% 274
2026
Q1 		$264K Hold
2,064
– – 0.02% 271
2025
Q4 		$283K Hold
2,064
– – 0.02% 269
2025
Q3 		$294K Hold
2,064
– – 0.02% 259
2025
Q2 		$286K Hold
2,064
– – 0.02% 259
2025
Q1 		$242K Sell
2,064
-200
-9% -$25.7K 0.02% 262
2024
Q4 		$287K Sell
2,264
-585
-21% -$74.4K 0.02% 236
2024
Q3 		$334K Hold
2,849
– – 0.03% 227
2024
Q2 		$314K Buy
2,849
+230
+9% +$25.3K 0.03% 231
2024
Q1 		$299K Hold
2,619
– – 0.03% 233
2023
Q4 		$274K Sell
2,619
-4,834
-65% -$458K 0.03% 233
2023
Q3 		$681K Buy
7,453
+4,834
+185% +$462K 0.06% 162
2023
Q2 		$253K Sell
2,619
-14
-0.5% -$1.28K 0.02% 248
2023
Q1 		$240K Hold
2,633
– – 0.02% 256
2022
Q4 		$220K Hold
2,633
– – 0.02% 269
2022
Q3 		$207K Buy
+2,633
New +$227K 0.02% 271
2022
Q2 		– Sell
-2,508
Closed -$252K – 287
2022
Q1 		$252K Hold
2,508
– – 0.02% 258
2021
Q4 		$289K Hold
2,508
– – 0.02% 270
2021
Q3 		$281K Hold
2,508
– – 0.02% 254
2021
Q2 		$284K Sell
2,508
-200
-7% -$21.4K 0.02% 252
2021
Q1 		$295K Hold
2,708
– – 0.03% 239
2020
Q4 		$278K Buy
2,708
+14
+0.5% +$1.33K 0.03% 239
2020
Q3 		$233K Buy
+2,694
New +$227K 0.03% 238

Other funds holding IWP

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

YHB Investment Advisors's IWP Position: Q3 2026 in Review

YHB Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 2,064 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #279.

YHB Investment Advisors first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. The position peaked at $681K in Q3 2023. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • YHB Investment Advisors held 2,064 shares of iShares Russell Mid-Cap Growth ETF worth $284K as of Q3 2026.
  • YHB Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #279 holding.
  • YHB Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $681K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.