Guerra Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Guerra Advisors’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	$132K	Buy	+925	New	+$131K	0.05%	106

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Guerra Advisors's IWP Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025: 925 shares worth $132K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings.

1,161 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Guerra Advisors held 925 shares of iShares Russell Mid-Cap Growth ETF worth $132K as of Q3 2025.
iShares Russell Mid-Cap Growth ETF was a new Guerra Advisors position in Q3 2025.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Guerra Advisors's portfolio in Q3 2025, its #106 holding.
1,161 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.