IE
IWP icon

Israel Englander’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Israel Englander’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
-2,100
Closed -$266K – 6131
2024
Q4 		$266K Sell
2,100
-6,007
-74% -$764K ﹤0.01% 5137
2024
Q3 		$951K Buy
+8,107
New +$906K ﹤0.01% 4321
2024
Q2 		– Sell
-4,541
Closed -$518K – 6223
2024
Q1 		$518K Sell
4,541
-34,244
-88% -$3.7M ﹤0.01% 4785
2023
Q4 		$4.05M Buy
+38,785
New +$3.68M ﹤0.01% 2958
2023
Q2 		– Sell
-59,473
Closed -$5.42M – 6391
2023
Q1 		$5.42M Buy
+59,473
New +$5.31M ﹤0.01% 2536
2022
Q4 		– Sell
-22,079
Closed -$1.73M – 6793
2022
Q3 		$1.73M Sell
22,079
-7,802
-26% -$672K ﹤0.01% 3880
2022
Q2 		$2.37M Sell
29,881
-31,031
-51% -$2.7M ﹤0.01% 3523
2022
Q1 		$6.12M Buy
60,912
+56,663
+1,334% +$5.64M ﹤0.01% 2708
2021
Q4 		$490K Buy
+4,249
New +$495K ﹤0.01% 5060
2021
Q3 		– Sell
-8,023
Closed -$908K – 7018
2021
Q2 		$908K Buy
8,023
+413
+5% +$44.1K ﹤0.01% 4753
2021
Q1 		$777K Sell
7,610
-20,419
-73% -$2.13M ﹤0.01% 4445
2020
Q4 		$2.88M Buy
28,029
+10,907
+64% +$1.04M ﹤0.01% 2934
2020
Q3 		$1.48K Buy
17,122
+12,346
+259% +$1.04M ﹤0.01% 2831
2020
Q2 		$378K Buy
+4,776
New +$346K ﹤0.01% 3558
2020
Q1 		– Sell
-9,302
Closed -$710K – 4178
2019
Q4 		$710K Buy
9,302
+6,328
+213% +$464K ﹤0.01% 3169
2019
Q3 		$210K Buy
+2,974
New +$214K ﹤0.01% 3758
2018
Q3 		– Sell
-24,736
Closed -$1.57M – 4083
2018
Q2 		$1.57M Buy
24,736
+15,294
+162% +$963K ﹤0.01% 2564
2018
Q1 		$580K Buy
+9,442
New +$590K ﹤0.01% 2960
2017
Q4 		– Sell
-15,362
Closed -$869K – 3931
2017
Q3 		$869K Sell
15,362
-1,854
-11% -$102K ﹤0.01% 2592
2017
Q2 		$930K Buy
+17,216
New +$916K ﹤0.01% 2479
2016
Q1 		– Sell
-9,684
Closed -$445K – 3466
2015
Q4 		$445K Buy
9,684
+3,456
+55% +$161K ﹤0.01% 2704
2015
Q3 		$276K Buy
+6,228
New +$295K ﹤0.01% 2958

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

Israel Englander's IWP Position: Q1 2025 in Review

Israel Englander sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 2,100 shares — an estimated $266K sold.

Israel Englander first reported a position in IWP in Q3 2015 and held it in 22 quarters. The position peaked at $6.12M in Q1 2022. 1,088 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • Israel Englander reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Israel Englander sold 2,100 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $266K.
  • Israel Englander first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and held it in 22 quarters.
  • Israel Englander's iShares Russell Mid-Cap Growth ETF position peaked at $6.12M in Q1 2022.
  • 1,088 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.