Global Retirement Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.15M | Buy |
22,993
+6,478
| +39% | +$905K | 0.06% | 311 |
|
|
2025
Q3 | $2.35M | Buy |
16,515
+539
| +3% | +$76.2K | 0.05% | 321 |
|
|
2025
Q2 | $2.22M | Buy |
+15,976
| New | +$2.02M | 0.05% | 312 |
|
|
2024
Q4 | $1.71M | Sell |
13,526
-943
| -7% | -$120K | 0.05% | 332 |
|
|
2024
Q3 | $1.7M | Buy |
14,469
+160
| +1% | +$17.9K | 0.05% | 325 |
|
|
2024
Q2 | $1.58M | Sell |
14,309
-1,672
| -10% | -$184K | 0.05% | 313 |
|
|
2024
Q1 | $1.82M | Sell |
15,981
-2,570
| -14% | -$278K | 0.07% | 251 |
|
|
2023
Q4 | $1.9M | Buy |
18,551
+1,935
| +12% | +$183K | 0.08% | 230 |
|
|
2023
Q3 | $1.5M | Sell |
16,616
-241
| -1% | -$23K | 0.08% | 232 |
|
|
2023
Q2 | $1.63M | Sell |
16,857
-478
| -3% | -$43.6K | 0.08% | 229 |
|
|
2023
Q1 | $1.53M | Buy |
17,335
+7,412
| +75% | +$662K | 0.08% | 237 |
|
|
2022
Q4 | $830K | Buy |
9,923
+58
| +0.6% | +$4.88K | 0.06% | 282 |
|
|
2022
Q3 | $835K | Buy |
9,865
+182
| +2% | +$15.7K | 0.06% | 269 |
|
|
2022
Q2 | $767K | Sell |
9,683
-623
| -6% | -$54.3K | 0.06% | 282 |
|
|
2022
Q1 | $825K | Buy |
+10,306
| New | +$1.03M | 0.06% | 275 |
|
|
2021
Q4 | – | Sell |
-3,447
| Closed | -$386K | – | 1037 |
|
|
2021
Q3 | $386K | Buy |
3,447
+1
| +0% | +$115 | 0.04% | 343 |
|
|
2021
Q2 | $390K | Sell |
3,446
-39
| -1% | -$4.17K | 0.04% | 337 |
|
|
2021
Q1 | $356K | Sell |
3,485
-49
| -1% | -$5.12K | 0.04% | 313 |
|
|
2020
Q4 | $363K | Sell |
3,534
-172
| -5% | -$16.4K | 0.05% | 289 |
|
|
2020
Q3 | $320K | Sell |
3,706
-2,210
| -37% | -$187K | 0.05% | 285 |
|
|
2020
Q2 | $468K | Buy |
5,916
+600
| +11% | +$43.5K | 0.07% | 228 |
|
|
2020
Q1 | $323K | Buy |
5,316
+352
| +7% | +$25.6K | 0.06% | 252 |
|
|
2019
Q4 | $379K | Sell |
4,964
-22
| -0.4% | -$1.61K | 0.06% | 270 |
|
|
2019
Q3 | $352K | Sell |
4,986
-1,036
| -17% | -$74.5K | 0.06% | 262 |
|
|
2019
Q2 | $429K | Buy |
6,022
+1,768
| +42% | +$123K | 0.08% | 206 |
|
|
2019
Q1 | $289K | Buy |
4,254
+480
| +13% | +$30.8K | 0.07% | 235 |
|
|
2018
Q4 | $215K | Sell |
3,774
-254
| -6% | -$15.5K | 0.05% | 270 |
|
|
2018
Q3 | $273K | Buy |
4,028
+68
| +2% | +$4.52K | 0.06% | 251 |
|
|
2018
Q2 | $251K | Buy |
3,960
+422
| +12% | +$26.6K | 0.06% | 250 |
|
|
2018
Q1 | $217K | Buy |
3,538
+840
| +31% | +$52.4K | 0.06% | 267 |
|
|
2017
Q4 | $163K | Buy |
2,698
+394
| +17% | +$23.2K | 0.04% | 284 |
|
|
2017
Q3 | $130K | Sell |
2,304
-11,868
| -84% | -$651K | 0.05% | 286 |
|
|
2017
Q2 | $766K | Buy |
14,172
+11,868
| +515% | +$632K | 0.36% | 52 |
|
|
2017
Q1 | $120K | Hold |
2,304
| – | – | 0.07% | 251 |
|
|
2016
Q4 | $112K | Buy |
+2,304
| New | +$111K | 0.08% | 224 |
|
Other funds holding IWP
FCAS
Global Retirement Partners's IWP Position: Q4 2025 in Review
Global Retirement Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 39% in Q4 2025, buying an estimated $905K and bringing the position to 22,993 shares worth $3.15M. The position accounts for 0.06% of the portfolio, ranked #311.
Global Retirement Partners first reported a position in IWP in Q4 2016 and has held it in 35 quarters since. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.
- Global Retirement Partners held 22,993 shares of iShares Russell Mid-Cap Growth ETF worth $3.15M as of Q4 2025.
- Global Retirement Partners bought 6,478 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $905K.
- iShares Russell Mid-Cap Growth ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #311 holding.
- Global Retirement Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 35 quarters since.
- 1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.