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Blueprint Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Blueprint Investment Partners’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
Q1 		– Sell
-1,650
Closed -$209K – 153
2024
Q4 		$209K Buy
+1,650
New +$210K 0.03% 187

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blueprint Investment Partners's IWP Position: Q1 2025 in Review

Blueprint Investment Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 1,650 shares — an estimated $209K sold.

Blueprint Investment Partners first reported a position in IWP in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • Blueprint Investment Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 1,650 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $209K.
  • Blueprint Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Blueprint Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $209K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.