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

CarsonAllaria 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 Q3	–	Sell	-178	Closed	-$24.7K	–	208
2025 Q2	$24.7K	Hold	178	–	–	0.01%	178
2025 Q1	$20.9K	Hold	178	–	–	0.01%	190
2024 Q4	$22.6K	Hold	178	–	–	0.01%	188
2024 Q3	$20.9K	Hold	178	–	–	0.01%	200
2024 Q2	$19.6K	Sell	178 -1,334	-88%	-$147K	0.01%	194
2024 Q1	$173K	Buy	1,512 +1,334	+749%	+$144K	0.11%	73
2023 Q4	$18.6K	Buy	+178	New	+$16.9K	0.01%	178

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

CarsonAllaria Wealth Management's IWP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 178 shares — an estimated $24.7K sold.

CarsonAllaria Wealth Management first reported a position in IWP in Q4 2023 and held it in 7 quarters. The position peaked at $173K in Q1 2024. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 178 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $24.7K.
CarsonAllaria Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 7 quarters.
CarsonAllaria Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $173K in Q1 2024.
1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.