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

Eagle Bay 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 Q1	–	Sell	-392	Closed	-$49.7K	–	548
2024 Q4	$49.7K	Buy	392 +283	+260%	+$36K	0.03%	332
2024 Q3	$12.8K	Sell	109 -351	-76%	-$39.2K	﹤0.01%	731
2024 Q2	$50.8K	Buy	460 +424	+1,178%	+$46.6K	0.03%	328
2024 Q1	$4.11K	Buy	+36	New	+$3.9K	﹤0.01%	773
2023 Q4	–	Sell	-212	Closed	-$19.4K	–	857
2023 Q3	$19.4K	Buy	+212	New	+$20.3K	0.01%	526
2021 Q3	–	Sell	-118	Closed	-$14K	–	1130
2021 Q2	$14K	Buy	+118	New	+$12.6K	0.01%	621

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eagle Bay Advisors's IWP Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 392 shares — an estimated $49.7K sold.

Eagle Bay Advisors first reported a position in IWP in Q2 2021 and held it in 6 quarters. The position peaked at $50.8K in Q2 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Eagle Bay Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 392 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $49.7K.
Eagle Bay Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and held it in 6 quarters.
Eagle Bay Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $50.8K in Q2 2024.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.