American Money Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

American Money 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 Q4	–	Sell	-1,428	Closed	-$203K	–	170
2025 Q3	$203K	Sell	1,428 -91	-6%	-$12.9K	0.03%	145
2025 Q2	$211K	Buy	+1,519	New	+$192K	0.04%	142
2024 Q2	–	Sell	-1,772	Closed	-$202K	–	138
2024 Q1	$202K	Sell	1,772 -354	-17%	-$38.3K	0.04%	135
2023 Q4	$222K	Buy	+2,126	New	+$202K	0.05%	129
2023 Q3	–	Sell	-2,187	Closed	-$211K	–	134
2023 Q2	$211K	Sell	2,187 -60	-3%	-$5.47K	0.05%	133
2023 Q1	$205K	Sell	2,247 -1,125	-33%	-$100K	0.05%	131
2022 Q4	$282K	Buy	3,372 +2	+0.1%	+$168	0.08%	111
2022 Q3	$264K	Sell	3,370 -43	-1%	-$3.7K	0.08%	115
2022 Q2	$270K	Sell	3,413 -679	-17%	-$59.1K	0.08%	113
2022 Q1	$411K	Buy	4,092 +102	+3%	+$10.2K	0.11%	101
2021 Q4	$460K	Hold	3,990	–	–	0.12%	101
2021 Q3	$447K	Buy	+3,990	New	+$459K	0.13%	103
2014 Q3	–	Sell	-5,084	Closed	-$228K	–	96
2014 Q2	$228K	Buy	+5,084	New	+$219K	0.19%	83

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

American Money Management's IWP Position: Q4 2025 in Review

American Money Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,428 shares — an estimated $203K sold.

American Money Management first reported a position in IWP in Q2 2014 and held it in 13 quarters. The position peaked at $460K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

American Money Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
American Money Management sold 1,428 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $203K.
American Money Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2014 and held it in 13 quarters.
American Money Management's iShares Russell Mid-Cap Growth ETF position peaked at $460K in Q4 2021.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on American Money Management's 13F filing for Q4 2025, filed 10 Feb 2026.