Impact Partnership Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Impact Partnership Wealth’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 Q3	–	Sell	-1,741	Closed	-$241K	–	348
2025 Q2	$241K	Sell	1,741 -280	-14%	-$35.4K	0.04%	247
2025 Q1	$237K	Buy	2,021 +135	+7%	+$17.4K	0.05%	205
2024 Q4	$239K	Buy	+1,886	New	+$240K	0.05%	245
2023 Q3	–	Sell	-57	Closed	-$5.51K	–	1118
2023 Q2	$5.51K	Buy	+57	New	+$5.19K	﹤0.01%	489

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

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

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

Impact Partnership Wealth's IWP Position: Q3 2025 in Review

Impact Partnership Wealth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 1,741 shares — an estimated $241K sold.

Impact Partnership Wealth first reported a position in IWP in Q2 2023 and held it in 4 quarters. The position peaked at $241K in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Impact Partnership Wealth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Impact Partnership Wealth sold 1,741 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $241K.
Impact Partnership Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $241K in Q2 2025.
1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.