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

Capital A 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
Q2 		– Sell
-98
Closed -$11.5K – 644
2025
Q1 		$11.5K Sell
98
-32
-25% -$4.11K 0.01% 281
2024
Q4 		$16.5K Buy
+130
New +$16.5K 0.03% 253

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital A Wealth Management's IWP Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 98 shares — an estimated $11.5K sold.

Capital A Wealth Management first reported a position in IWP in Q4 2024 and held it in 2 quarters. The position peaked at $16.5K in Q4 2024. 1,166 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 98 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $11.5K.
  • Capital A Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $16.5K in Q4 2024.
  • 1,166 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.