Mill Creek Capital Advisors, LLC IWP ISHARES RUSSELL MID-CAP GROWTH ETF

Ownership history in Mill Creek Capital Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Mill Creek Capital Advisors, LLC reported ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2024 Q4. The latest visible filing shows IWP at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mill Creek Capital Advisors, LLC's position in ISHARES RUSSELL MID-CAP GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWP was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mill Creek Capital Advisors, LLC held IWP — position size vs. price
% of Fund (quarterly)    IWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 83,921 -3,730 -4.3% 0.22% $10.8M 2026-05-14 $137.44
2025 Q4 REDUCED 87,651 -2,432 -2.7% 0.24% $12.0M 2026-02-13 $134.16
2025 Q3 UNCHANGED 90,083 0% 0.26% $12.8M 2025-11-12 $139.92
2025 Q2 ADDED 90,083 +1 +0.0% 0.28% $12.5M 2025-08-11 $137.78
2025 Q1 REDUCED 9.2% +18.1% 90,082 -9,176 -9.2% 0.26% $10.6M 2025-05-13 $133.06
2024 Q4 REDUCED 99,258 -388 -0.4% 0.30% $12.6M 2025-01-29 $133.55
2024 Q3 ADDED 99,646 +437 +0.4% 0.28% $11.7M 2024-11-06 $125.67
2024 Q2 ADDED 99,209 +35,284 +55.2% 0.28% $10.9M 2024-08-14 $109.03
2024 Q1 REDUCED 63,925 -440 -0.7% 0.20% $7.3M 2024-05-14 $109.64
2023 Q4 ADDED 64,365 +115 +0.2% 0.20% $6.7M 2024-02-14 $108.18
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Mill Creek Capital Advisors, LLC and IWP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mill Creek Capital Advisors, LLC reported owning IWP?

Mill Creek Capital Advisors, LLC reported IWP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWP position in Mill Creek Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for IWP was 0.30% in 2024 Q4.

What is the latest reported IWP position on this page?

The most recent filing on this page is 2026 Q1, when Mill Creek Capital Advisors, LLC reported 83,921 shares, equal to 0.22% of portfolio, with an estimated market value of $10.8M.

What does the chart on this IWP ownership page compare?

The chart compares Mill Creek Capital Advisors, LLC's quarterly IWP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mill Creek Capital Advisors, LLC time their IWP position?

Based on 13F filing dates vs. subsequent IWP price moves, Mill Creek Capital Advisors, LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on IWP relative to SPY over the holding period was -7.0%.

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