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Cooper Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cooper Capital Advisors’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 		– Sell
-34,422
Closed -$4.04M – 37
2025
Q1 		$4.04M Buy
+34,422
New +$4.43M 4.33% 11

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cooper Capital Advisors's IWP Position: Q2 2025 in Review

Cooper Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 34,422 shares — an estimated $4.04M sold.

Cooper Capital Advisors first reported a position in IWP in Q1 2025 and held it in 1 quarter. The position peaked at $4.04M in Q1 2025. 1,165 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Cooper Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Cooper Capital Advisors sold 34,422 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $4.04M.
  • Cooper Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Cooper Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $4.04M in Q1 2025.
  • 1,165 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Cooper Capital Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.