Carolinas Wealth Consulting’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Carolinas Wealth Consulting’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	-3,466	Closed	-$407K	–	484
2025 Q1	$407K	Buy	3,466 +386	+13%	+$49.6K	0.09%	114
2024 Q4	$390K	Buy	3,080 +3	+0.1%	+$381	0.08%	124
2024 Q3	$361K	Sell	3,077 -49	-2%	-$5.48K	0.07%	138
2024 Q2	$345K	Buy	3,126 +57	+2%	+$6.26K	0.07%	133
2024 Q1	$350K	Buy	3,069 +3	+0.1%	+$325	0.07%	126
2023 Q4	$320K	Buy	3,066 +4	+0.1%	+$379	0.07%	119
2023 Q3	$265K	Buy	3,062 +6	+0.2%	+$574	0.07%	125
2023 Q2	$295K	Buy	3,056 +2,988	+4,394%	+$272K	0.06%	140
2023 Q1	$6.19K	Hold	68	–	–	﹤0.01%	662
2022 Q4	$5.68K	Hold	68	–	–	﹤0.01%	677
2022 Q3	$5K	Hold	68	–	–	﹤0.01%	656
2022 Q2	$5K	Hold	68	–	–	﹤0.01%	655
2022 Q1	$7K	Hold	68	–	–	﹤0.01%	658
2021 Q4	$8K	Hold	68	–	–	﹤0.01%	646
2021 Q3	$8K	Hold	68	–	–	﹤0.01%	608
2021 Q2	$8K	Hold	68	–	–	﹤0.01%	632
2021 Q1	$7K	Hold	68	–	–	﹤0.01%	659
2020 Q4	$7K	Hold	68	–	–	﹤0.01%	616
2020 Q3	$6K	Hold	68	–	–	﹤0.01%	542
2020 Q2	$5K	Hold	68	–	–	﹤0.01%	403
2020 Q1	$4K	Hold	68	–	–	﹤0.01%	163
2019 Q4	$5K	Buy	+68	New	+$4.99K	0.01%	80

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's IWP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 3,466 shares — an estimated $407K sold.

Carolinas Wealth Consulting first reported a position in IWP in Q4 2019 and held it in 22 quarters. The position peaked at $407K in Q1 2025. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 3,466 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $407K.
Carolinas Wealth Consulting first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 22 quarters.
Carolinas Wealth Consulting's iShares Russell Mid-Cap Growth ETF position peaked at $407K in Q1 2025.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.