First American Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First American Trust’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	-5,187	Closed	-$719K	–	261
2025 Q2	$719K	Sell	5,187 -26	-0.5%	-$3.29K	0.06%	144
2025 Q1	$612K	Buy	+5,213	New	+$670K	0.06%	141

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

First American Trust's IWP Position: Q3 2025 in Review

First American Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 5,187 shares — an estimated $719K sold.

First American Trust first reported a position in IWP in Q1 2025 and held it in 2 quarters. The position peaked at $719K in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

First American Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
First American Trust sold 5,187 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $719K.
First American Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and held it in 2 quarters.
First American Trust's iShares Russell Mid-Cap Growth ETF position peaked at $719K in Q2 2025.
1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on First American Trust's 13F filing for Q3 2025, filed 10 Nov 2025.