HWA
IWP icon

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

Heartwood Wealth 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
Q4 		– Sell
-607
Closed -$86.4K – 405
2025
Q3 		$86.4K Buy
+607
New +$85.8K 0.01% 271

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Heartwood Wealth Advisors's IWP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 607 shares — an estimated $86.4K sold.

Heartwood Wealth Advisors first reported a position in IWP in Q3 2025 and held it in 1 quarter. The position peaked at $86.4K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 607 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $86.4K.
  • Heartwood Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $86.4K in Q3 2025.
  • 1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.