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

Crewe 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 Q4	–	Sell	-133	Closed	-$18.9K	–	1113
2025 Q3	$18.9K	Hold	133	–	–	﹤0.01%	505
2025 Q2	$18.4K	Hold	133	–	–	﹤0.01%	381
2025 Q1	$15.6K	Hold	133	–	–	﹤0.01%	377
2024 Q4	$16.9K	Buy	+133	New	+$16.9K	﹤0.01%	373
2023 Q2	–	Sell	-608	Closed	-$55.4K	–	951
2023 Q1	$55.4K	Hold	608	–	–	0.01%	301
2022 Q4	$50.8K	Hold	608	–	–	0.01%	303
2022 Q3	$48K	Hold	608	–	–	0.01%	322
2022 Q2	$48K	Hold	608	–	–	0.01%	301
2022 Q1	$61K	Hold	608	–	–	0.01%	217
2021 Q4	$70K	Hold	608	–	–	0.01%	161
2021 Q3	$68K	Hold	608	–	–	0.02%	134
2021 Q2	$69K	Sell	608 -8	-1%	-$854	0.02%	137
2021 Q1	$63K	Buy	616 +8	+1%	+$836	0.02%	136
2020 Q4	$62K	Hold	608	–	–	0.02%	123
2020 Q3	$53K	Buy	+608	New	+$51.3K	0.02%	123
2019 Q4	–	Sell	-106	Closed	-$7K	–	263
2019 Q3	$7K	Hold	106	–	–	﹤0.01%	189
2019 Q2	$8K	Hold	106	–	–	﹤0.01%	222
2019 Q1	$7K	Hold	106	–	–	﹤0.01%	189
2018 Q4	$6K	Hold	106	–	–	﹤0.01%	194
2018 Q3	$7K	Hold	106	–	–	0.01%	205
2018 Q2	$7K	Hold	106	–	–	0.01%	225
2018 Q1	$7K	Hold	106	–	–	0.01%	229
2017 Q4	$6K	Buy	+106	New	+$6.23K	0.01%	232

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Crewe Advisors's IWP Position: Q4 2025 in Review

Crewe Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 133 shares — an estimated $18.9K sold.

Crewe Advisors first reported a position in IWP in Q4 2017 and held it in 23 quarters. The position peaked at $70K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Crewe Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Crewe Advisors sold 133 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $18.9K.
Crewe Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and held it in 23 quarters.
Crewe Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $70K in Q4 2021.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.