Iams Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Iams Wealth Management’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 Q1	–	Sell	-5,522	Closed	-$700K	–	167
2024 Q4	$700K	Sell	5,522 -891	-14%	-$113K	0.32%	86
2024 Q3	$752K	Buy	6,413 +69	+1%	+$7.71K	0.37%	80
2024 Q2	$700K	Sell	6,344 -1,850	-23%	-$203K	0.38%	73
2024 Q1	$909K	Buy	+8,194	New	+$886K	0.56%	60
2023 Q4	–	Sell	-11,224	Closed	-$1.03M	–	119
2023 Q3	$1.03M	Buy	+11,224	New	+$1.07M	0.71%	48

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Iams Wealth Management's IWP Position: Q1 2025 in Review

Iams Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 5,522 shares — an estimated $700K sold.

Iams Wealth Management first reported a position in IWP in Q3 2023 and held it in 5 quarters. The position peaked at $1.03M in Q3 2023. 1,089 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Iams Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Iams Wealth Management sold 5,522 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $700K.
Iams Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and held it in 5 quarters.
Iams Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.03M in Q3 2023.
1,089 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.