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

Congress 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	$13.9M	Buy	100,550 +44,773	+80%	+$5.66M	0.14%	179
2025 Q1	$6.58M	Sell	55,777 -77,937	-58%	-$10M	0.08%	279
2024 Q4	$16.9M	Buy	133,714 +119,981	+874%	+$15.3M	0.23%	128
2024 Q3	$1.61M	Buy	13,733 +8,138	+145%	+$910K	0.02%	453
2024 Q2	$617K	Buy	5,595 +1,970	+54%	+$216K	0.01%	503
2024 Q1	$414K	Sell	3,625 -155,901	-98%	-$16.9M	0.01%	468
2023 Q4	$16.7M	Buy	159,526 +133,419	+511%	+$12.6M	0.31%	82
2023 Q3	$2.38M	Buy	26,107 +22,030	+540%	+$2.11M	0.05%	282
2023 Q2	$394K	Sell	4,077 -2,072	-34%	-$189K	0.01%	448
2023 Q1	$560K	Sell	6,149 -135,618	-96%	-$12.1M	0.01%	405
2022 Q4	$11.9M	Buy	141,767 +121,232	+590%	+$10.2M	0.3%	89
2022 Q3	$1.61M	Buy	20,535 +14,526	+242%	+$1.25M	0.04%	292
2022 Q2	$476K	Buy	6,009 +1,535	+34%	+$134K	0.01%	416
2022 Q1	$450K	Sell	4,474 -40,286	-90%	-$4.01M	0.01%	452
2021 Q4	$5.16M	Buy	+44,760	New	+$5.22M	0.1%	217

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's IWP Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 80% in Q2 2025, buying an estimated $5.66M and bringing the position to 100,550 shares worth $13.9M. The position accounts for 0.14% of the portfolio, ranked #179.

Congress Wealth Management first reported a position in IWP in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.9M in Q4 2024. 1,167 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Congress Wealth Management held 100,550 shares of iShares Russell Mid-Cap Growth ETF worth $13.9M as of Q2 2025.
Congress Wealth Management bought 44,773 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $5.66M.
iShares Russell Mid-Cap Growth ETF made up 0.14% of Congress Wealth Management's portfolio in Q2 2025, its #179 holding.
Congress Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $16.9M in Q4 2024.
1,167 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.