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EWG Elevate’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

EWG Elevate’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
-13,713
Closed -$1.61M – 150
2025
Q1 		$1.61M Buy
13,713
+1,164
+9% +$150K 0.6% 44
2024
Q4 		$1.59M Buy
+12,549
New +$1.6M 0.48% 57
2023
Q1 		– Sell
-225
Closed -$18.8K – 413
2022
Q4 		$18.8K Buy
+225
New +$18.9K 0.01% 298

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 $79.5B AUM 27.1% 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

EWG Elevate's IWP Position: Q2 2025 in Review

EWG Elevate sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 13,713 shares — an estimated $1.61M sold.

EWG Elevate first reported a position in IWP in Q4 2022 and held it in 3 quarters. The position peaked at $1.61M in Q1 2025. 1,165 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • EWG Elevate reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • EWG Elevate sold 13,713 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $1.61M.
  • EWG Elevate first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 3 quarters.
  • EWG Elevate's iShares Russell Mid-Cap Growth ETF position peaked at $1.61M in Q1 2025.
  • 1,165 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on EWG Elevate's 13F filing for Q2 2025, filed 15 Jul 2025.