Blue Barn Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Blue Barn Wealth’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	-1,572	Closed	-$218K	–	178
2025 Q2	$218K	Buy	+1,572	New	+$199K	0.1%	143
2025 Q1	–	Sell	-1,860	Closed	-$236K	–	156
2024 Q4	$236K	Hold	1,860	–	–	0.12%	124
2024 Q3	$218K	Buy	+1,860	New	+$208K	0.11%	140

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Blue Barn Wealth's IWP Position: Q3 2025 in Review

Blue Barn Wealth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 1,572 shares — an estimated $218K sold.

Blue Barn Wealth first reported a position in IWP in Q3 2024 and held it in 3 quarters. The position peaked at $236K in Q4 2024. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Blue Barn Wealth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Blue Barn Wealth sold 1,572 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $218K.
Blue Barn Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and held it in 3 quarters.
Blue Barn Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $236K in Q4 2024.
1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Blue Barn Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.