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GPS Wealth Strategies Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$9.45K Sell
69
-1,204
-95% -$168K 0.01% 395
2025
Q3 		$181K Sell
1,273
-110
-8% -$15.5K 0.02% 363
2025
Q2 		$192K Buy
1,383
+11
+0.8% +$1.39K 0.02% 333
2025
Q1 		$161K Buy
1,372
+466
+51% +$59.9K 0.02% 345
2024
Q4 		$115K Buy
906
+1
+0.1% +$127 0.01% 401
2024
Q3 		$106K Sell
905
-54
-6% -$6.04K 0.01% 420
2024
Q2 		$106K Buy
959
+68
+8% +$7.47K 0.02% 384
2024
Q1 		$102K Buy
891
+527
+145% +$57K 0.02% 373
2023
Q4 		$38K Buy
364
+60
+20% +$5.69K 0.01% 549
2023
Q3 		$27.8K Hold
304
– – 0.01% 623
2023
Q2 		$29.4K Buy
304
+87
+40% +$7.93K 0.01% 614
2023
Q1 		$19.8K Buy
+217
New +$19.4K ﹤0.01% 687
2022
Q4 		– Sell
-222
Closed -$17K – 616
2022
Q3 		$17K Sell
222
-227
-51% -$19.5K ﹤0.01% 652
2022
Q2 		$36K Hold
449
– – 0.01% 507
2022
Q1 		$45K Hold
449
– – 0.01% 438
2021
Q4 		$52K Hold
449
– – 0.01% 389
2021
Q3 		$50K Buy
449
+15
+3% +$1.73K 0.01% 384
2021
Q2 		$49K Buy
434
+54
+14% +$5.77K 0.01% 406
2021
Q1 		$38K Buy
+380
New +$39.7K 0.01% 429

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

GPS Wealth Strategies Group's IWP Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 95% in Q4 2025, selling an estimated $168K and leaving 69 shares worth $9.45K. The position accounts for 0.01% of the portfolio, ranked #395.

GPS Wealth Strategies Group first reported a position in IWP in Q1 2021 and has held it in 19 quarters since. The position peaked at $192K in Q2 2025. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • GPS Wealth Strategies Group held 69 shares of iShares Russell Mid-Cap Growth ETF worth $9.45K as of Q4 2025.
  • GPS Wealth Strategies Group sold 1,204 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $168K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #395 holding.
  • GPS Wealth Strategies Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's iShares Russell Mid-Cap Growth ETF position peaked at $192K in Q2 2025.
  • 1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.