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

Edge Financial 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	$248K	Sell	1,812 -80	-4%	-$11.2K	0.1%	124
2025 Q3	$269K	Buy	1,892 +1	+0.1%	+$141	0.12%	117
2025 Q2	$262K	Buy	1,891 +2	+0.1%	+$253	0.14%	109
2025 Q1	$222K	Sell	1,889 -67	-3%	-$8.61K	0.14%	94
2024 Q4	$248K	Sell	1,956 -25	-1%	-$3.18K	0.22%	86
2024 Q3	$232K	Buy	1,981 +3	+0.2%	+$335	0.21%	87
2024 Q2	$218K	Sell	1,978 -393	-17%	-$43.2K	0.23%	83
2024 Q1	$271K	Buy	+2,371	New	+$256K	0.24%	106

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

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

Edge Financial Advisors's IWP Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.2% in Q4 2025, selling an estimated $11.2K and leaving 1,812 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #124.

Edge Financial Advisors first reported a position in IWP in Q1 2024 and has held it in 8 quarters since. The position peaked at $271K in Q1 2024. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Edge Financial Advisors held 1,812 shares of iShares Russell Mid-Cap Growth ETF worth $248K as of Q4 2025.
Edge Financial Advisors sold 80 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $11.2K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Edge Financial Advisors's portfolio in Q4 2025, its #124 holding.
Edge Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $271K in Q1 2024.
1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

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