Adero Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Adero Partners’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
2025 Q1	$470K	Hold	4,000	–	–	0.03%	128
2024 Q4	$507K	Hold	4,000	–	–	0.03%	118
2024 Q3	$469K	Hold	4,000	–	–	0.03%	126
2024 Q2	$441K	Hold	4,000	–	–	0.03%	125
2024 Q1	$457K	Hold	4,000	–	–	0.03%	124
2023 Q4	$418K	Hold	4,000	–	–	0.04%	124
2023 Q3	$365K	Hold	4,000	–	–	0.04%	128
2023 Q2	$387K	Hold	4,000	–	–	0.04%	116
2023 Q1	$364K	Hold	4,000	–	–	0.04%	120
2022 Q4	$334K	Hold	4,000	–	–	0.04%	122
2022 Q3	$325K	Hold	4,000	–	–	0.04%	114
2022 Q2	$321K	Hold	4,000	–	–	0.05%	113
2022 Q1	$402K	Hold	4,000	–	–	0.06%	104
2021 Q4	$461K	Hold	4,000	–	–	0.08%	102
2021 Q3	$448K	Hold	4,000	–	–	0.08%	94
2021 Q2	$453K	Hold	4,000	–	–	0.1%	87
2021 Q1	$408K	Hold	4,000	–	–	0.18%	79
2020 Q4	$411K	Hold	4,000	–	–	0.35%	48
2020 Q3	$346K	Hold	4,000	–	–	0.28%	60
2020 Q2	$316K	Hold	4,000	–	–	0.33%	54
2020 Q1	$243K	Sell	4,000 -264	-6%	-$19.2K	0.4%	58
2019 Q4	$325K	Buy	+4,264	New	+$313K	0.36%	57

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adero Partners's IWP Position: Q1 2025 in Review

Adero Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2025 at 4,000 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #128.

Adero Partners first reported a position in IWP in Q4 2019 and has held it in 22 quarters since. The position peaked at $507K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Adero Partners held 4,000 shares of iShares Russell Mid-Cap Growth ETF worth $470K as of Q1 2025.
Adero Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2025.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Adero Partners's portfolio in Q1 2025, its #128 holding.
Adero Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
Adero Partners's iShares Russell Mid-Cap Growth ETF position peaked at $507K in Q4 2024.
1,086 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.