Headlands Technologies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Headlands Technologies’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	–	Sell	-3,979	Closed	-$552K	–	957
2025 Q2	$552K	Buy	3,979 +3,783	+1,930%	+$479K	0.07%	283
2025 Q1	$23K	Sell	196 -6,958	-97%	-$894K	﹤0.01%	834
2024 Q4	$907K	Buy	7,154 +7,142	+59,517%	+$908K	0.09%	228
2024 Q3	$1.41K	Buy	+12	New	+$1.34K	﹤0.01%	1108
2024 Q2	–	Sell	-69	Closed	-$7.88K	–	1371
2024 Q1	$7.88K	Buy	+69	New	+$7.46K	﹤0.01%	1054
2023 Q4	–	Sell	-250	Closed	-$22.8K	–	1117
2023 Q3	$22.8K	Buy	250 +243	+3,471%	+$23.2K	0.01%	573
2023 Q2	$676	Buy	+7	New	+$638	﹤0.01%	752

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Headlands Technologies's IWP Position: Q3 2025 in Review

Headlands Technologies sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 3,979 shares — an estimated $552K sold.

Headlands Technologies first reported a position in IWP in Q2 2023 and held it in 7 quarters. The position peaked at $907K in Q4 2024. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Headlands Technologies reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Headlands Technologies sold 3,979 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $552K.
Headlands Technologies first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 7 quarters.
Headlands Technologies's iShares Russell Mid-Cap Growth ETF position peaked at $907K in Q4 2024.
1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Headlands Technologies's 13F filing for Q3 2025, filed 12 Nov 2025.