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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
Q4 		$361K Buy
+2,633
New +$368K 0.04% 142

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's IWP Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025: 2,633 shares worth $361K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings.

1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 2,633 shares of iShares Russell Mid-Cap Growth ETF worth $361K as of Q4 2025.
  • iShares Russell Mid-Cap Growth ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #142 holding.
  • 1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.