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EPG Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-7,839
Closed -$921K – 383
2025
Q1 		$921K Sell
7,839
-1,217
-13% -$156K 0.26% 116
2024
Q4 		$1.15M Sell
9,056
-4
-0% -$508 0.3% 96
2024
Q3 		$1.06M Buy
+9,060
New +$1.01M 0.27% 104
2024
Q2 		– Sell
-10,429
Closed -$1.15M – 97
2024
Q1 		$1.19M Buy
10,429
+16
+0.2% +$1.73K 0.29% 91
2023
Q4 		$1.12M Buy
10,413
+617
+6% +$58.5K 0.29% 89
2023
Q3 		$895K Sell
9,796
-12
-0.1% -$1.15K 0.27% 89
2023
Q2 		$948K Buy
9,808
+6
+0.1% +$547 0.28% 92
2023
Q1 		$892K Buy
9,802
+11
+0.1% +$982 0.28% 86
2022
Q4 		$819K Sell
9,791
-897
-8% -$75.5K 0.31% 77
2022
Q3 		$838K Sell
10,688
-1,483
-12% -$128K 0.34% 69
2022
Q2 		$964K Buy
12,171
+12
+0.1% +$1.04K 0.41% 57
2022
Q1 		$1.22M Sell
12,159
-197
-2% -$19.6K 0.42% 54
2021
Q4 		$1.42M Buy
12,356
+7
+0.1% +$816 0.5% 42
2021
Q3 		$1.38M Sell
12,349
-1,040
-8% -$120K 0.56% 40
2021
Q2 		$1.52M Buy
13,389
+4
+0% +$427 0.64% 35
2021
Q1 		$1.37M Sell
13,385
-419
-3% -$43.8K 0.66% 31
2020
Q4 		$1.42M Buy
13,804
+8
+0.1% +$761 0.85% 27
2020
Q3 		$1.19M Sell
13,796
-2,612
-16% -$220K 0.88% 28
2020
Q2 		$1.3M Sell
16,408
-1,262
-7% -$91.5K 0.92% 27
2020
Q1 		$1.07M Buy
17,670
+16,748
+1,816% +$1.22M 0.79% 28
2019
Q4 		$70K Buy
+922
New +$67.6K 0.05% 190

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPG Wealth Management's IWP Position: Q2 2025 in Review

EPG Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 7,839 shares — an estimated $921K sold.

EPG Wealth Management first reported a position in IWP in Q4 2019 and held it in 21 quarters. The position peaked at $1.52M in Q2 2021. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • EPG Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 7,839 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $921K.
  • EPG Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.52M in Q2 2021.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.