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Country Club Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Country Club Bank’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 		$4.01M Sell
28,046
-375
-1% -$53K 0.24% 109
2025
Q2 		$3.91M Hold
28,421
– – 0.25% 108
2025
Q1 		$3.34M Buy
28,421
+198
+0.7% +$25.5K 0.23% 115
2024
Q4 		$3.6M Sell
28,223
-1,295
-4% -$165K 0.24% 105
2024
Q3 		$3.46M Buy
29,518
+225
+0.8% +$25.2K 0.23% 108
2024
Q2 		$3.24M Buy
29,293
+200
+0.7% +$22K 0.23% 107
2024
Q1 		$3.32M Sell
29,093
-3,153
-10% -$341K 0.23% 105
2023
Q4 		$3.39M Sell
32,246
-420
-1% -$39.8K 0.26% 103
2023
Q3 		$2.99M Sell
32,666
-390
-1% -$37.3K 0.24% 106
2023
Q2 		$3.16M Buy
33,056
+2,320
+8% +$211K 0.25% 106
2023
Q1 		$2.75M Buy
30,736
+16,125
+110% +$1.44M 0.23% 106
2022
Q4 		$1.22M Buy
14,611
+425
+3% +$35.8K 0.11% 156
2022
Q3 		$1.12M Buy
14,186
+1,310
+10% +$113K 0.11% 156
2022
Q2 		$1.03M Buy
+12,876
New +$1.12M 0.1% 160

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 $424B AUM 22.96% 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 $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Country Club Bank's IWP Position: Q3 2025 in Review

Country Club Bank reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.3% in Q3 2025, selling an estimated $53K and leaving 28,046 shares worth $4.01M. The position accounts for 0.24% of the portfolio, ranked #109.

Country Club Bank first reported a position in IWP in Q2 2022 and has held it in 14 quarters since. 1,162 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Country Club Bank held 28,046 shares of iShares Russell Mid-Cap Growth ETF worth $4.01M as of Q3 2025.
  • Country Club Bank sold 375 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $53K.
  • iShares Russell Mid-Cap Growth ETF made up 0.24% of Country Club Bank's portfolio in Q3 2025, its #109 holding.
  • Country Club Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 14 quarters since.
  • 1,162 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.