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

Dentgroup’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 		$1.95M Sell
14,221
-391
-3% -$54.6K 1.34% 24
2025
Q3 		$2.08M Sell
14,612
-866
-6% -$122K 1.35% 23
2025
Q2 		$2.15M Sell
15,478
-1,038
-6% -$131K 1.49% 20
2025
Q1 		$1.94M Sell
16,516
-2,350
-12% -$302K 1.46% 21
2024
Q4 		$2.39M Sell
18,866
-6,468
-26% -$822K 1.83% 15
2024
Q3 		$2.97M Sell
25,334
-5,848
-19% -$654K 2.22% 14
2024
Q2 		$3.44M Sell
31,182
-4,105
-12% -$451K 2.77% 14
2024
Q1 		$4.03M Buy
35,287
+1,619
+5% +$175K 3.33% 9
2023
Q4 		$3.52M Buy
33,668
+8,170
+32% +$774K 3.12% 10
2023
Q3 		$2.33M Sell
25,498
-485
-2% -$46.4K 1.72% 15
2023
Q2 		$2.51M Buy
25,983
+3,112
+14% +$284K 1.82% 15
2023
Q1 		$2.08M Buy
22,871
+3,396
+17% +$303K 1.67% 17
2022
Q4 		$1.63M Buy
19,475
+1,050
+6% +$88.4K 1.4% 23
2022
Q3 		$1.45M Buy
18,425
+2,672
+17% +$230K 1.46% 23
2022
Q2 		$1.25M Buy
15,753
+2,534
+19% +$221K 1.39% 25
2022
Q1 		$1.33M Buy
13,219
+2,669
+25% +$266K 1.28% 26
2021
Q4 		$1.22M Buy
+10,550
New +$1.23M 1.15% 27

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Dentgroup's IWP Position: Q4 2025 in Review

Dentgroup reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.7% in Q4 2025, selling an estimated $54.6K and leaving 14,221 shares worth $1.95M. The position accounts for 1.34% of the portfolio, ranked #24.

Dentgroup first reported a position in IWP in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.03M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Dentgroup held 14,221 shares of iShares Russell Mid-Cap Growth ETF worth $1.95M as of Q4 2025.
  • Dentgroup sold 391 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $54.6K.
  • iShares Russell Mid-Cap Growth ETF made up 1.34% of Dentgroup's portfolio in Q4 2025, its #24 holding.
  • Dentgroup first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Dentgroup's iShares Russell Mid-Cap Growth ETF position peaked at $4.03M in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.