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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
2023
Q3 		– Sell
-24,672
Closed -$2.36M – 190
2023
Q2 		$2.36M Buy
+24,672
New +$2.25M 0.86% 39

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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.