Center for Financial Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-127	Closed	-$18.1K	–	720
2025 Q3	$18.1K	Buy	+127	New	+$17.9K	﹤0.01%	434
2025 Q2	–	Sell	-32	Closed	-$3.76K	–	684
2025 Q1	$3.76K	Buy	+32	New	+$4.11K	﹤0.01%	549
2023 Q1	–	Sell	-87	Closed	-$7.27K	–	548
2022 Q4	$7.27K	Hold	87	–	–	﹤0.01%	385
2022 Q3	$7K	Hold	87	–	–	﹤0.01%	392
2022 Q2	$7K	Buy	87 +1	+1%	+$87	﹤0.01%	395
2022 Q1	$9K	Sell	86 -362	-81%	-$36.1K	﹤0.01%	378
2021 Q4	$52K	Sell	448 -54	-11%	-$6.3K	0.01%	223
2021 Q3	$56K	Sell	502 -20	-4%	-$2.3K	0.01%	211
2021 Q2	$59K	Buy	522 +240	+85%	+$25.6K	0.01%	206
2021 Q1	$29K	Buy	+282	New	+$29.5K	0.01%	265
2020 Q1	–	Sell	-326	Closed	-$25K	–	588
2019 Q4	$25K	Buy	+326	New	+$23.9K	0.01%	243

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $445B AUM 25.58% 1-Year Est. Return

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

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

Center for Financial Planning's IWP Position: Q4 2025 in Review

Center for Financial Planning sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 127 shares — an estimated $18.1K sold.

Center for Financial Planning first reported a position in IWP in Q4 2019 and held it in 11 quarters. The position peaked at $59K in Q2 2021. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Center for Financial Planning reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 127 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $18.1K.
Center for Financial Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 11 quarters.
Center for Financial Planning's iShares Russell Mid-Cap Growth ETF position peaked at $59K in Q2 2021.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.