JWM
IWP icon

JPL Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

JPL Wealth Management’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
2026
Q1 		$2.68M Sell
20,936
-454
-2% -$61.4K 0.62% 59
2025
Q4 		$2.93M Sell
21,390
-6,034
-22% -$843K 0.71% 58
2025
Q3 		$3.91M Sell
27,424
-476
-2% -$67.3K 0.93% 44
2025
Q2 		$3.87M Buy
27,900
+671
+2% +$84.9K 1.04% 43
2025
Q1 		$3.2M Buy
27,229
+1,072
+4% +$138K 0.91% 51
2024
Q4 		$3.32M Buy
+26,157
New +$3.33M 0.95% 46
2024
Q2 		$624K Buy
5,658
+1,527
+37% +$168K 0.31% 74
2024
Q1 		$472K Buy
4,131
+1,424
+53% +$154K 0.26% 79
2023
Q4 		$283K Buy
+2,707
New +$257K 0.2% 89

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return