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Commonwealth Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Commonwealth Financial Services’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
-15,923
Closed -$2.21M – 233
2025
Q2 		$2.21M Buy
15,923
+563
+4% +$71.2K 0.43% 49
2025
Q1 		$1.8M Sell
15,360
-1,400
-8% -$180K 0.37% 54
2024
Q4 		$2.12M Buy
+16,760
New +$2.13M 0.42% 49

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Commonwealth Financial Services's IWP Position: Q3 2025 in Review

Commonwealth Financial Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 15,923 shares — an estimated $2.21M sold.

Commonwealth Financial Services first reported a position in IWP in Q4 2024 and held it in 3 quarters. The position peaked at $2.21M in Q2 2025. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Commonwealth Financial Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 15,923 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $2.21M.
  • Commonwealth Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Commonwealth Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $2.21M in Q2 2025.
  • 1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Commonwealth Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.