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BAM Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BAM Wealth 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
-1,426
Closed -$203K – 170
2025
Q3 		$203K Buy
+1,426
New +$202K 0.16% 145

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BAM Wealth Management's IWP Position: Q4 2025 in Review

BAM Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,426 shares — an estimated $203K sold.

BAM Wealth Management first reported a position in IWP in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • BAM Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • BAM Wealth Management sold 1,426 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $203K.
  • BAM Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • BAM Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $203K in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on BAM Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.