Bellwether Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bellwether Advisors’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	-150	Closed	-$20.8K	–	350
2025 Q2	$20.8K	Sell	150 -134,373	-100%	-$17M	﹤0.01%	297
2025 Q1	$15.8M	Buy	134,523 +133,970	+24,226%	+$17.2M	3.3%	7
2024 Q4	$70.1K	Buy	+553	New	+$70.3K	0.01%	204
2024 Q2	–	Sell	-45,687	Closed	-$5.21M	–	127
2024 Q1	$5.21M	Buy	45,687 +2,773	+6%	+$300K	1.15%	21
2023 Q4	$4.48M	Buy	+42,914	New	+$4.07M	1.1%	27
2023 Q3	–	Sell	-129,864	Closed	-$12.5M	–	115
2023 Q2	$12.5M	Buy	+129,864	New	+$11.8M	3.69%	6

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Bellwether Advisors's IWP Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 150 shares — an estimated $20.8K sold.

Bellwether Advisors first reported a position in IWP in Q2 2023 and held it in 6 quarters. The position peaked at $15.8M in Q1 2025. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Bellwether Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 150 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $20.8K.
Bellwether Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 6 quarters.
Bellwether Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $15.8M in Q1 2025.
1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.