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Financial Advocates Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-2,268
Closed -$315K – 333
2025
Q2 		$315K Sell
2,268
-1,139
-33% -$144K 0.03% 488
2025
Q1 		$400K Sell
3,407
-472
-12% -$60.7K 0.03% 479
2024
Q4 		$492K Buy
3,879
+1,929
+99% +$245K 0.03% 454
2024
Q3 		$205K Sell
1,950
-1,001
-34% -$112K 0.01% 711
2024
Q2 		$326K Buy
2,951
+1,113
+61% +$122K 0.02% 559
2024
Q1 		$209K Buy
+1,838
New +$199K 0.01% 707
2023
Q3 		– Sell
-3,134
Closed -$303K – 717
2023
Q2 		$303K Buy
3,134
+241
+8% +$22K 0.02% 519
2023
Q1 		$263K Sell
2,893
-3,518
-55% -$314K 0.02% 594
2022
Q4 		$536K Sell
6,411
-1,126
-15% -$94.8K 0.04% 433
2022
Q3 		$591K Buy
7,537
+143
+2% +$12.3K 0.05% 373
2022
Q2 		$586K Sell
7,394
-778
-10% -$67.8K 0.05% 371
2022
Q1 		$822K Buy
8,172
+577
+8% +$57.5K 0.05% 340
2021
Q4 		$875K Buy
7,595
+330
+5% +$38.5K 0.06% 352
2021
Q3 		$814K Buy
7,265
+912
+14% +$105K 0.06% 358
2021
Q2 		$719K Sell
6,353
-1,176
-16% -$126K 0.05% 388
2021
Q1 		$768K Buy
7,529
+1,699
+29% +$178K 0.05% 383
2020
Q4 		$599K Sell
5,830
-1,140
-16% -$108K 0.04% 410
2020
Q3 		$602K Buy
6,970
+1,146
+20% +$96.7K 0.05% 340
2020
Q2 		$440K Sell
5,824
-962
-14% -$69.8K 0.04% 384
2020
Q1 		$412K Sell
6,786
-1,102
-14% -$80.3K 0.06% 306
2019
Q4 		$602K Buy
7,888
+18
+0.2% +$1.32K 0.06% 280
2019
Q3 		$556K Buy
7,870
+2
+0% +$144 0.06% 269
2019
Q2 		$561K Buy
7,868
+1,190
+18% +$82.8K 0.07% 267
2019
Q1 		$453K Buy
+6,678
New +$429K 0.06% 290
2018
Q3 		– Sell
-30,370
Closed -$1.93M – 515
2018
Q2 		$1.93M Buy
+30,370
New +$1.91M 0.23% 105

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $432B AUM 30.22% 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

Financial Advocates Investment Management's IWP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 2,268 shares — an estimated $315K sold.

Financial Advocates Investment Management first reported a position in IWP in Q2 2018 and held it in 25 quarters. The position peaked at $1.93M in Q2 2018. 1,162 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,268 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $315K.
  • Financial Advocates Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and held it in 25 quarters.
  • Financial Advocates Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.93M in Q2 2018.
  • 1,162 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.