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Iconiq Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Iconiq Capital’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
-2,087
Closed -$265K – 401
2024
Q4 		$265K Buy
+2,087
New +$265K ﹤0.01% 266
2016
Q4 		– Sell
-5,330
Closed -$259K – 56
2016
Q3 		$259K Buy
+5,330
New +$258K 0.05% 38

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

Iconiq Capital's IWP Position: Q1 2025 in Review

Iconiq Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 2,087 shares — an estimated $265K sold.

Iconiq Capital first reported a position in IWP in Q3 2016 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 1,090 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • Iconiq Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Iconiq Capital sold 2,087 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $265K.
  • Iconiq Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and held it in 2 quarters.
  • Iconiq Capital's iShares Russell Mid-Cap Growth ETF position peaked at $265K in Q4 2024.
  • 1,090 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Iconiq Capital's 13F filing for Q1 2025, filed 14 May 2025.