Estate Counselors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Estate Counselors’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	-4,220	Closed	-$535K	–	106
2024 Q4	$535K	Buy	+4,220	New	+$536K	0.06%	83
2024 Q2	–	Sell	-2,885	Closed	-$329K	–	118
2024 Q1	$329K	Sell	2,885 -52,255	-95%	-$5.65M	0.04%	102
2023 Q4	$5.76M	Sell	55,140 -69,045	-56%	-$6.55M	0.71%	32
2023 Q3	$11.3M	Sell	124,185 -6,745	-5%	-$645K	1.51%	21
2023 Q2	$12.7M	Sell	130,930 -86,405	-40%	-$7.87M	1.6%	23
2023 Q1	$19.8M	Buy	217,335 +124,475	+134%	+$11.1M	2.61%	9
2022 Q4	$7.76M	Sell	92,860 -12,370	-12%	-$1.04M	1.09%	30
2022 Q3	$8.25M	Buy	+105,230	New	+$9.06M	1.28%	22
2022 Q1	–	Sell	-16,315	Closed	-$1.88M	–	171
2021 Q4	$1.88M	Sell	16,315 -9,095	-36%	-$1.06M	0.23%	49
2021 Q3	$2.85M	Buy	+25,410	New	+$2.92M	0.36%	48

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

Estate Counselors's IWP Position: Q1 2025 in Review

Estate Counselors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 4,220 shares — an estimated $535K sold.

Estate Counselors first reported a position in IWP in Q3 2021 and held it in 10 quarters. The position peaked at $19.8M in Q1 2023. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Estate Counselors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 4,220 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $535K.
Estate Counselors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 10 quarters.
Estate Counselors's iShares Russell Mid-Cap Growth ETF position peaked at $19.8M in Q1 2023.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.