Ascent Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ascent Group’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	-1,629	Closed	-$232K	–	779
2025 Q3	$232K	Buy	1,629 +36	+2%	+$5.09K	0.01%	672
2025 Q2	$221K	Buy	+1,593	New	+$202K	0.01%	659
2025 Q1	–	Sell	-1,615	Closed	-$205K	–	714
2024 Q4	$205K	Buy	+1,615	New	+$205K	0.02%	512

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

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

Ascent Group's IWP Position: Q4 2025 in Review

Ascent Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,629 shares — an estimated $232K sold.

Ascent Group first reported a position in IWP in Q4 2024 and held it in 3 quarters. The position peaked at $232K in Q3 2025. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Ascent Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Ascent Group sold 1,629 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $232K.
Ascent Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
Ascent Group's iShares Russell Mid-Cap Growth ETF position peaked at $232K in Q3 2025.
1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Ascent Group's 13F filing for Q4 2025, filed 20 Jan 2026.