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Everhart Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Everhart Financial Group’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
-1,734
Closed -$247K – 431
2025
Q3 		$247K Buy
1,734
+29
+2% +$4.1K 0.02% 342
2025
Q2 		$236K Buy
+1,705
New +$216K 0.03% 313

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Everhart Financial Group's IWP Position: Q4 2025 in Review

Everhart Financial Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,734 shares — an estimated $247K sold.

Everhart Financial Group first reported a position in IWP in Q2 2025 and held it in 2 quarters. The position peaked at $247K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Everhart Financial Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Everhart Financial Group sold 1,734 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $247K.
  • Everhart Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Everhart Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $247K in Q3 2025.
  • 1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Everhart Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.