Graypoint LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Graypoint LLC’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 Q2	$2.05M	Hold	14,806	–	–	0.12%	134
2025 Q1	$1.74M	Hold	14,806	–	–	0.11%	139
2024 Q4	$1.88M	Hold	14,806	–	–	0.11%	130
2024 Q3	$1.74M	Hold	14,806	–	–	0.11%	134
2024 Q2	$1.63M	Hold	14,806	–	–	0.11%	132
2024 Q1	$1.69M	Hold	14,806	–	–	0.12%	132
2023 Q4	$1.55M	Hold	14,806	–	–	0.12%	127
2023 Q3	$1.35M	Hold	14,806	–	–	0.13%	125
2023 Q2	$1.43M	Hold	14,806	–	–	0.14%	111
2023 Q1	$1.35M	Hold	14,806	–	–	0.15%	107
2022 Q4	$1.24M	Hold	14,806	–	–	0.15%	111
2022 Q3	$1.16M	Hold	14,806	–	–	0.15%	109
2022 Q2	$1.17M	Hold	14,806	–	–	0.15%	113
2022 Q1	$1.49M	Hold	14,806	–	–	0.15%	113
2021 Q4	$1.71M	Sell	14,806 -180	-1%	-$21K	0.18%	98
2021 Q3	$1.68M	Hold	14,986	–	–	0.21%	90
2021 Q2	$1.7M	Hold	14,986	–	–	0.23%	86
2021 Q1	$1.53M	Hold	14,986	–	–	0.23%	90
2020 Q4	$1.54M	Buy	14,986 +510	+4%	+$48.5K	0.27%	80
2020 Q3	$1.25M	Buy	14,476 +10,888	+303%	+$919K	0.24%	83
2020 Q2	$284K	Hold	3,588	–	–	0.06%	136
2020 Q1	$218K	Buy	+3,588	New	+$261K	0.06%	141

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Graypoint LLC's IWP Position: Q2 2025 in Review

Graypoint LLC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2025 at 14,806 shares worth $2.05M. The position accounts for 0.12% of the portfolio, ranked #134.

Graypoint LLC first reported a position in IWP in Q1 2020 and has held it in 22 quarters since. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Graypoint LLC held 14,806 shares of iShares Russell Mid-Cap Growth ETF worth $2.05M as of Q2 2025.
Graypoint LLC left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2025.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Graypoint LLC's portfolio in Q2 2025, its #134 holding.
Graypoint LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 22 quarters since.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.