Consolidated Portfolio Review Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Consolidated Portfolio Review Corp’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	-1,905	Closed	-$271K	–	224
2025 Q3	$271K	Buy	1,905 +23	+1%	+$3.25K	0.03%	394
2025 Q2	$261K	Buy	1,882 +89	+5%	+$11.3K	0.04%	376
2025 Q1	$211K	Buy	+1,793	New	+$230K	0.03%	356

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 $16.8B AUM 23.38% 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 $1.69B AUM 19.12% 1-Year Est. Return

Consolidated Portfolio Review Corp's IWP Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,905 shares — an estimated $271K sold.

Consolidated Portfolio Review Corp first reported a position in IWP in Q1 2025 and held it in 3 quarters. The position peaked at $271K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 1,905 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $271K.
Consolidated Portfolio Review Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
Consolidated Portfolio Review Corp's iShares Russell Mid-Cap Growth ETF position peaked at $271K in Q3 2025.
1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.