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

Denver PWM’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 Q1	–	Sell	-1,049	Closed	-$133K	–	153
2024 Q4	$133K	Hold	1,049	–	–	0.05%	64
2024 Q3	$123K	Buy	1,049 +1	+0.1%	+$112	0.05%	71
2024 Q2	$116K	Buy	+1,048	New	+$115K	0.05%	78
2019 Q4	–	Sell	-20	Closed	-$1.41K	–	153
2019 Q3	$1.41K	Buy	+20	New	+$1.44K	﹤0.01%	218

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Denver PWM's IWP Position: Q1 2025 in Review

Denver PWM sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 1,049 shares — an estimated $133K sold.

Denver PWM first reported a position in IWP in Q3 2019 and held it in 4 quarters. The position peaked at $133K in Q4 2024. 1,089 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Denver PWM reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 1,049 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $133K.
Denver PWM first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and held it in 4 quarters.
Denver PWM's iShares Russell Mid-Cap Growth ETF position peaked at $133K in Q4 2024.
1,089 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.