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

Cahill 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 Q1	$329K	Hold	2,800	–	–	0.17%	43
2024 Q4	$355K	Hold	2,800	–	–	0.18%	42
2024 Q3	$328K	Hold	2,800	–	–	0.17%	41
2024 Q2	$309K	Hold	2,800	–	–	0.18%	40
2024 Q1	$320K	Sell	2,800 -62	-2%	-$6.71K	0.19%	41
2023 Q4	$299K	Hold	2,862	–	–	0.2%	37
2023 Q3	$261K	Hold	2,862	–	–	0.2%	37
2023 Q2	$277K	Hold	2,862	–	–	0.19%	38
2023 Q1	$261K	Hold	2,862	–	–	0.19%	40
2022 Q4	$265K	Sell	2,862 -4,974	-63%	-$419K	0.19%	40
2022 Q3	$614K	Sell	7,836 -1,835	-19%	-$158K	0.55%	25
2022 Q2	$766K	Sell	9,671 -923	-9%	-$80.4K	0.65%	25
2022 Q1	$1.06M	Buy	+10,594	New	+$1.06M	0.79%	18

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cahill Wealth Management's IWP Position: Q1 2025 in Review

Cahill Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2025 at 2,800 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #43.

Cahill Wealth Management first reported a position in IWP in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2022. 1,088 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Cahill Wealth Management held 2,800 shares of iShares Russell Mid-Cap Growth ETF worth $329K as of Q1 2025.
Cahill Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2025.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Cahill Wealth Management's portfolio in Q1 2025, its #43 holding.
Cahill Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.06M in Q1 2022.
1,088 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.