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Who Owns iShares Russell Midcap Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell Midcap Growth ETF.
Who crossed 5% of IWP →Managers holding
67
as of 2026-09-30
Reported value
$217.5M
summed across filings
Shares held
1.6M
Added vs trimmed
25 / 16
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLCRUS MD CP GR ETF634K shadded | $87.3M |
| RTD Financial Advisors, Inc.RUS MD CP GR ETF196.9K shadded | $27.1M |
| DIVERSIFIED MANAGEMENT INCRUS MD CP GR ETF130.2K shadded | $17.9M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom98.4K shadded | $13.5M |
| Farther Finance Advisors, LLCETF58K shadded | $8M |
| CONGRESS ASSET MANAGEMENT COCOM49.4K shtrimmed | $6.8M |
| ACIMA PRIVATE WEALTH, LLCETF37.1K shheld | $5.1M |
| LWM ADVISORS INCRUS MD CP GR ETF32.8K shadded | $4.5M |
| Atlas Brown,Inc.ETF32.5K shtrimmed | $4.5M |
| Whitaker-Myers Wealth Managers, LTD.RUS MD CP GR ETF31.2K shtrimmed | $4.3M |
| Councilor Wealth, LLCRUS MD CP GR ETF30.6K shtrimmed | $4.2M |
| Friday FinancialRUS MD CP GR ETF26.5K shadded | $3.7M |
| Ballew Advisors, IncRUS MD CP GR ETF22.2K shadded | $3.1M |
| Dominguez Wealth Management Solutions, Inc.RUS MD CP GR ETF18.6K shadded | $2.6M |
| Post Resch Tallon Group Inc.RUS MD CP GR ETF17.9K shadded | $2.5M |
| Cooper Financial GroupRUS MD CP GR ETF17.9K shadded | $2.5M |
| Valeo Financial Advisors, LLCETF15K shtrimmed | $2.1M |
| Venture Visionary Partners LLCRUS MD CP GR ETF11.7K shadded | $1.6M |
| Taylor & Morgan Wealth Management, LLCRUS MD CP GR ETF9.5K shadded | $1.3M |
| Canandaigua National Trust Co of FloridaCom8.3K shadded | $1.1M |
| Asempa Wealth AdvisorsRUS MD CP GR ETF7.7K shadded | $1.1M |
| Lee, Kelleher & Klein Wealth ManagementRUS MD CP GR ETF6.9K shheld | $947.9K |
| ROCKLAND TRUST CORUS MD CP GR ETF6K shadded | $832.8K |
| Pathway Financial Advisors LLCRUS MD CP GR ETF6K shheld | $819.2K |
| RVW Wealth, LLCRUS MD CP GR ETF5.5K shtrimmed | $751.2K |
| Decker Wealth Management LLCRUS MD CP GR ETF5.5K shheld | $750.6K |
| Elm3 Financial Group, LLCRUS MD CP GR ETF4.4K shtrimmed | $600.6K |
| Olistico Wealth, LLCETF3.5K shtrimmed | $485.7K |
| PARK NATIONAL CORP /OH/Com3.4K shtrimmed | $470.6K |
| Wealth Enhancement Trust Services, Inc.RUS MD CP GR ETF3.1K shadded | $431.8K |
| Paladin Partners, LLCETF2.7K shheld | $374.5K |
| STEPH & CORUS MD CP GR ETF2.7K shadded | $371.7K |
| Breakwater Capital GroupRUS MD CP GR ETF2.6K shadded | $364.4K |
| TrueWealth Advisors, LLCRUS MD CP GR ETF2.6K shheld | $351.4K |
| Baring Financial LLCRUS MD CP GR ETF2.5K shtrimmed | $342.9K |
| Wealth Science Advisors LLCRUS MD CP GR ETF2.3K shheld | $320.2K |
| Apella Capital, LLCRUS MD CP GR ETF2.2K shtrimmed | $312.1K |
| Grove Bank & TrustRUS MD CP GR ETF2.3K shadded | $310.5K |
| Prosperity Planning, Inc.RUS MD CP GR ETF2.1K shtrimmed | $294.8K |
| YHB Investment Advisors, Inc.RUS MD CP GR ETF2.1K shheld | $284.2K |
| Montz Harcus Wealth Management LLCRUS MD CP GR ETF2K shadded | $278.4K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.RUS MD CP GR ETF1.9K shheld | $255K |
| EASTERN BANKRUS MD CP GR ETF1.8K shheld | $254.6K |
| Avidian Wealth Enterprises, LLCRUS MD CP GR ETF1.8K sh— | $249.4K |
| Monument Capital ManagementRUS MD CP GR ETF1.8K shheld | $241.9K |
| Wedmont Private CapitalRUS MD CP GR ETF1.7K shtrimmed | $237.6K |
| Acropolis Investment Management, LLCRUS MD CP GR ETF1.7K shheld | $230.6K |
| DECISION INVESTMENTS, INCRUS MD CP GR ETF1.7K shheld | $227.4K |
| Apeiron RIA LLCRUS MD CP GR ETF1.6K shheld | $222.6K |
| THRYVE WEALTH MANAGEMENT LLCRUS MD CP GR ETF1.5K shadded | $203.9K |
| Trust CoETF1.1K shadded | $157.6K |
| Dorato Capital ManagementRUS MD CP GR ETF1.1K shheld | $152.5K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHRUS MD CP GR ETF603 sh— | $83K |
| ELEVATION WEALTH PARTNERS, LLCRUS MD CP GR ETF576 shadded | $79.3K |
| CoreCap Advisors, LLCETF475 shtrimmed | $65.4K |
| ATWOOD & PALMER INCCOM460 shheld | $63.3K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund430 shheld | $59.2K |
| Horizons Wealth ManagementETF426 shheld | $58.7K |
| Bank of New HampshireRUS MD CP GR ETF312 shtrimmed | $43K |
| Rosenberg Matthew HamiltonETF206 shheld | $28.4K |
| Bank & Trust CoRUS MD CP GR ETF134 shheld | $18.4K |
| AMERICAN NATIONAL BANK & TRUSTRUS MD CP GR ETF100 shheld | $13.8K |
| TOMPKINS FINANCIAL CORPRUS MD CP GR ETF100 shtrimmed | $13.8K |
| Bullock Wealth Management GroupETF63 shadded | $8.8K |
| FIRST COMMUNITY TRUST NARUS MD CP GR ETF48 shheld | $6.6K |
| Davis Capital ManagementETF34 sh— | $4.7K |
| GK Wealth Management LLCRUS MD CP GR ETF25 sh— | $3.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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