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Advyzon Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Advyzon Investment Management’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
Q3 		– Sell
-3,020
Closed -$419K – 487
2025
Q2 		$419K Buy
+3,020
New +$382K 0.09% 208

Other funds holding IWP

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Advyzon Investment Management's IWP Position: Q3 2025 in Review

Advyzon Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 3,020 shares — an estimated $419K sold.

Advyzon Investment Management first reported a position in IWP in Q2 2025 and held it in 1 quarter. The position peaked at $419K in Q2 2025. 1,164 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Advyzon Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 3,020 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $419K.
  • Advyzon Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Advyzon Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $419K in Q2 2025.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Advyzon Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.