EAM
IWP icon

Evanson Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Evanson Asset 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
2026
Q1 		$213K Hold
1,662
– – 0.01% 303
2025
Q4 		$228K Hold
1,662
– – 0.01% 310
2025
Q3 		$237K Hold
1,662
– – 0.01% 295
2025
Q2 		$230K Buy
+1,662
New +$210K 0.01% 303
2025
Q1 		– Sell
-1,662
Closed -$211K – 317
2024
Q4 		$211K Buy
+1,662
New +$211K 0.01% 287
2022
Q2 		– Sell
-2,278
Closed -$229K – 286
2022
Q1 		$229K Hold
2,278
– – 0.02% 259
2021
Q4 		$262K Hold
2,278
– – 0.02% 249
2021
Q3 		$259K Hold
2,278
– – 0.03% 239
2021
Q2 		$258K Hold
2,278
– – 0.03% 233
2021
Q1 		$232K Hold
2,278
– – 0.03% 246
2020
Q4 		$234K Buy
+2,278
New +$217K 0.04% 234

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 $501B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return