J.W. Coons Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
2,318
+1
+0% +$127 0.07% 197
2025
Q1
$272K Hold
2,317
0.07% 204
2024
Q4
$294K Buy
2,317
+1
+0% +$127 0.08% 198
2024
Q3
$272K Buy
2,316
+1
+0% +$112 0.07% 204
2024
Q2
$255K Hold
2,315
0.06% 207
2024
Q1
$264K Buy
2,315
+1
+0% +$108 0.06% 208
2023
Q4
$242K Buy
2,314
+2
+0.1% +$190 0.07% 215
2023
Q3
$211K Hold
2,312
0.06% 219
2023
Q2
$223K Buy
2,312
+1
+0% +$91 0.06% 227
2023
Q1
$210K Buy
+2,311
New +$206K 0.06% 230
2022
Q2
Sell
-2,306
Closed -$231K 255
2022
Q1
$231K Hold
2,306
0.07% 236
2021
Q4
$265K Buy
2,306
+1
+0% +$117 0.08% 207
2021
Q3
$258K Buy
2,305
+1
+0% +$115 0.09% 202
2021
Q2
$261K Hold
2,304
0.09% 188
2021
Q1
$235K Hold
2,304
0.08% 200
2020
Q4
$236K Buy
+2,304
New +$219K 0.09% 186

Other funds holding IWP

J.W. Coons Advisors's IWP Position: Q2 2025 in Review

J.W. Coons Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.04% in Q2 2025, buying an estimated $127 and bringing the position to 2,318 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #197.

J.W. Coons Advisors first reported a position in IWP in Q4 2020 and has held it in 16 quarters since. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • J.W. Coons Advisors held 2,318 shares of iShares Russell Mid-Cap Growth ETF worth $321K as of Q2 2025.
  • J.W. Coons Advisors bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2025, an estimated $127.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #197 holding.
  • J.W. Coons Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 16 quarters since.
  • 1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.