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Cynosure Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cynosure Group’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
-3,402
Closed -$400K – 389
2025
Q1 		$400K Hold
3,402
– – 0.06% 160
2024
Q4 		$431K Hold
3,402
– – 0.06% 143
2024
Q3 		$399K Hold
3,402
– – 0.06% 205
2024
Q2 		$375K Sell
3,402
-284
-8% -$31.2K 0.06% 267
2024
Q1 		$421K Buy
3,686
+3
+0.1% +$325 0.08% 134
2023
Q4 		$385K Buy
3,683
+8
+0.2% +$758 0.07% 126
2023
Q3 		$336K Buy
+3,675
New +$351K 0.1% 122

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 $71.6B AUM 21.08% 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

Cynosure Group's IWP Position: Q2 2025 in Review

Cynosure Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 3,402 shares — an estimated $400K sold.

Cynosure Group first reported a position in IWP in Q3 2023 and held it in 7 quarters. The position peaked at $431K in Q4 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Cynosure Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Cynosure Group sold 3,402 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $400K.
  • Cynosure Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and held it in 7 quarters.
  • Cynosure Group's iShares Russell Mid-Cap Growth ETF position peaked at $431K in Q4 2024.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Cynosure Group's 13F filing for Q2 2025, filed 12 Aug 2025.