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FSA Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

FSA Wealth 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 		$18.4M Sell
129,327
-1,876
-1% -$265K 6.74% 4
2025
Q2 		$18.2M Sell
131,203
-3,067
-2% -$388K 7.1% 4
2025
Q1 		$15.8M Sell
134,270
-1,955
-1% -$251K 6.7% 4
2024
Q4 		$17.3M Sell
136,225
-3,313
-2% -$421K 7.01% 4
2024
Q3 		$16.4M Buy
+139,538
New +$15.6M 6.54% 4
2024
Q1 		$15.8M Buy
138,126
+1,534
+1% +$166K 6.86% 4
2023
Q4 		$14.3M Sell
136,592
-1,820
-1% -$173K 6.77% 4
2023
Q3 		$12.6M Buy
138,412
+442
+0.3% +$42.3K 7.07% 4
2023
Q2 		$13.3M Buy
137,970
+1,418
+1% +$129K 7.2% 4
2023
Q1 		$12.4M Buy
136,552
+888
+0.7% +$79.3K 7.22% 4
2022
Q4 		$11.3M Buy
135,664
+17,979
+15% +$1.51M 6.6% 4
2022
Q3 		$9.23M Buy
117,685
+110,916
+1,639% +$9.55M 6.46% 4
2022
Q2 		$536K Sell
6,769
-80,364
-92% -$7M 1.49% 13
2022
Q1 		$10M Hold
87,133
– – 5.85% 5
2021
Q4 		$10M Buy
87,133
+237
+0.3% +$27.6K 5.85% 5
2021
Q3 		$9.74M Buy
86,896
+1,553
+2% +$179K 6.06% 5
2021
Q2 		$9.66M Buy
85,343
+3,328
+4% +$355K 6.07% 5
2021
Q1 		$8.37M Sell
82,015
-21,069
-20% -$2.2M 5.6% 5
2020
Q4 		$10.6M Buy
103,084
+7,250
+8% +$690K 5.29% 5
2020
Q3 		$8.28M Buy
95,834
+7,008
+8% +$591K 5.32% 5
2020
Q2 		$7.02M Buy
88,826
+8,390
+10% +$609K 4.78% 5
2020
Q1 		$4.89M Buy
80,436
+5,016
+7% +$366K 4.1% 5
2019
Q4 		$5.75M Buy
+75,420
New +$5.53M 4.06% 5

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 $374B AUM 17.66% 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 $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

FSA Wealth Management's IWP Position: Q3 2025 in Review

FSA Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.4% in Q3 2025, selling an estimated $265K and leaving 129,327 shares worth $18.4M. The position accounts for 6.74% of the portfolio, ranked #4.

FSA Wealth Management first reported a position in IWP in Q4 2019 and has held it in 23 quarters since. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • FSA Wealth Management held 129,327 shares of iShares Russell Mid-Cap Growth ETF worth $18.4M as of Q3 2025.
  • FSA Wealth Management sold 1,876 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $265K.
  • iShares Russell Mid-Cap Growth ETF made up 6.74% of FSA Wealth Management's portfolio in Q3 2025, its #4 holding.
  • FSA Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.