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

Empowered Funds’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 		– Sell
-3,000
Closed -$427K – 1461
2025
Q3 		$427K Sell
3,000
-144
-5% -$20.3K ﹤0.01% 1463
2025
Q2 		$436K Buy
+3,144
New +$398K ﹤0.01% 1370
2022
Q1 		– Sell
-228,900
Closed -$26.4M – 271
2021
Q4 		$26.4M Buy
+228,900
New +$26.7M 2.97% 4

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

Empowered Funds's IWP Position: Q4 2025 in Review

Empowered Funds sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 3,000 shares — an estimated $427K sold.

Empowered Funds first reported a position in IWP in Q4 2021 and held it in 3 quarters. The position peaked at $26.4M in Q4 2021. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Empowered Funds reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 3,000 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $427K.
  • Empowered Funds first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 3 quarters.
  • Empowered Funds's iShares Russell Mid-Cap Growth ETF position peaked at $26.4M in Q4 2021.
  • 1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.