Koesten Hirschmann & Crabtree’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Koesten Hirschmann & Crabtree’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	–	Sell	-672	Closed	-$95.7K	–	138
2025 Q3	$95.7K	Hold	672	–	–	0.05%	63
2025 Q2	$93.2K	Hold	672	–	–	0.05%	59
2025 Q1	$79K	Sell	672 -100	-13%	-$12.9K	0.05%	66
2024 Q4	$97.9K	Hold	772	–	–	0.06%	56
2024 Q3	$90.5K	Sell	772 -670	-46%	-$74.9K	0.05%	60
2024 Q2	$165K	Hold	1,442	–	–	0.11%	36
2024 Q1	$165K	Buy	+1,442	New	+$156K	0.11%	36

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

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

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 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

Koesten Hirschmann & Crabtree's IWP Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 672 shares — an estimated $95.7K sold.

Koesten Hirschmann & Crabtree first reported a position in IWP in Q1 2024 and held it in 7 quarters. The position peaked at $165K in Q2 2024. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 672 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $95.7K.
Koesten Hirschmann & Crabtree first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and held it in 7 quarters.
Koesten Hirschmann & Crabtree's iShares Russell Mid-Cap Growth ETF position peaked at $165K in Q2 2024.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.