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Evensky & Katz’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Evensky & Katz’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
-1,368
Closed -$161K – 78
2025
Q1 		$161K Buy
1,368
+1
+0.1% +$129 0.01% 72
2024
Q4 		$173K Buy
1,367
+1
+0.1% +$127 0.01% 73
2024
Q3 		$160K Buy
1,366
+2
+0.1% +$224 0.01% 72
2024
Q2 		$151K Buy
1,364
+1
+0.1% +$110 0.01% 72
2024
Q1 		$156K Buy
1,363
+2
+0.1% +$216 0.01% 75
2023
Q4 		$142K Buy
1,361
+4
+0.3% +$379 0.01% 73
2023
Q3 		$124K Hold
1,357
– – 0.01% 72
2023
Q2 		$131K Buy
1,357
+2
+0.1% +$182 0.01% 71
2023
Q1 		$123K Buy
1,355
+2
+0.1% +$178 0.01% 71
2022
Q4 		$113K Buy
1,353
+7
+0.5% +$589 0.01% 72
2022
Q3 		$106K Hold
1,346
– – 0.01% 71
2022
Q2 		$107K Buy
1,346
+2
+0.1% +$174 0.01% 71
2022
Q1 		$135K Buy
1,344
+1
+0.1% +$100 0.01% 66
2021
Q4 		$155K Buy
1,343
+3
+0.2% +$350 0.01% 61
2021
Q3 		$150K Sell
1,340
-161
-11% -$18.5K 0.02% 59
2021
Q2 		$170K Buy
1,501
+2
+0.1% +$214 0.02% 59
2021
Q1 		$153K Hold
1,499
– – 0.02% 58
2020
Q4 		$154K Buy
1,499
+1
+0.1% +$95 0.02% 55
2020
Q3 		$130K Buy
1,498
+2
+0.1% +$169 0.02% 59
2020
Q2 		$118K Buy
1,496
+4
+0.3% +$290 0.02% 64
2020
Q1 		$91K Sell
1,492
-122
-8% -$8.89K 0.01% 75
2019
Q4 		$123K Buy
1,614
+126
+8% +$9.24K 0.02% 76
2019
Q3 		$105K Sell
1,488
-54
-4% -$3.88K 0.01% 89
2019
Q2 		$110K Buy
1,542
+2
+0.1% +$139 0.02% 84
2019
Q1 		$104K Buy
+1,540
New +$98.9K 0.01% 89

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evensky & Katz's IWP Position: Q2 2025 in Review

Evensky & Katz sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 1,368 shares — an estimated $161K sold.

Evensky & Katz first reported a position in IWP in Q1 2019 and held it in 25 quarters. The position peaked at $173K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Evensky & Katz reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Evensky & Katz sold 1,368 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $161K.
  • Evensky & Katz first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and held it in 25 quarters.
  • Evensky & Katz's iShares Russell Mid-Cap Growth ETF position peaked at $173K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Evensky & Katz's 13F filing for Q2 2025, filed 22 Jul 2025.