HH
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HWG Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HWG Holdings’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 		– Sell
-472
Closed -$55.5K – 94
2025
Q1 		$55.5K Sell
472
-133,535
-100% -$17.2M 0.02% 70
2024
Q4 		$17M Buy
134,007
+117,712
+722% +$15M 5.56% 5
2024
Q3 		$1.91M Sell
16,295
-10,801
-40% -$1.21M 0.66% 32
2024
Q2 		$2.99M Buy
+27,096
New +$2.98M 1.1% 21
2023
Q4 		$2.91M Buy
27,890
+27,266
+4,370% +$2.58M 1.31% 19
2023
Q3 		$57K Buy
+624
New +$59.7K 0.03% 62
2023
Q1 		– Sell
-2
Closed – – 124
2022
Q4 		$0 Buy
+2
New +$168 ﹤0.01% 145
2022
Q1 		$0 Sell
2
-3,041
-100% -$303K ﹤0.01% 157
2021
Q4 		$351K Buy
+3,043
New +$355K 0.15% 57
2021
Q1 		– Sell
-94
Closed -$10K – 110
2020
Q4 		$10K Hold
94
– – 0.01% 89
2020
Q3 		$8K Hold
94
– – 0.01% 99
2020
Q2 		$7K Buy
+94
New +$6.82K 0.01% 95
2019
Q4 		$7.36M Buy
96,464
+5,146
+6% +$377K 6.02% 4
2019
Q3 		$6.45M Buy
91,318
+5,254
+6% +$378K 5.95% 3
2019
Q2 		$6.14M Buy
+86,064
New +$5.99M 5.94% 4

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWG Holdings's IWP Position: Q2 2025 in Review

HWG Holdings sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 472 shares — an estimated $55.5K sold.

HWG Holdings first reported a position in IWP in Q2 2019 and held it in 15 quarters. The position peaked at $17M in Q4 2024. 1,167 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • HWG Holdings reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • HWG Holdings sold 472 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $55.5K.
  • HWG Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 15 quarters.
  • HWG Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $17M in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.