Kovitz Investment Group Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kovitz Investment Group Partners’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	-86,808	Closed	-$12.4M	–	889
2025 Q3	$12.4M	Buy	86,808 +369	+0.4%	+$52.1K	0.05%	293
2025 Q2	$12M	Buy	86,439 +151	+0.2%	+$19.1K	0.05%	278
2025 Q1	$10.1M	Buy	86,288 +60	+0.1%	+$7.71K	0.05%	265
2024 Q4	$10.9M	Sell	86,228 -300	-0.3%	-$38.1K	0.05%	248
2024 Q3	$1.29M	Sell	86,528 -1,765	-2%	-$197K	0.01%	569
2024 Q2	$9.74M	Buy	88,293 +77,588	+725%	+$8.52M	0.08%	181
2024 Q1	$1.22M	Buy	10,705 +270	+3%	+$29.2K	0.02%	376
2023 Q4	$1.09M	Sell	10,435 -120	-1%	-$11.4K	0.02%	284
2023 Q3	$964K	Sell	10,555 -200	-2%	-$19.1K	0.02%	286
2023 Q2	$1.04M	Hold	10,755	–	–	0.02%	292
2023 Q1	$979K	Hold	10,755	–	–	0.02%	297
2022 Q4	$899K	Buy	10,755 +136	+1%	+$11.4K	0.02%	288
2022 Q3	$833K	Sell	10,619 -136	-1%	-$11.7K	0.02%	286
2022 Q2	$852K	Sell	10,755 -15	-0.1%	-$1.31K	0.02%	301
2022 Q1	$1.08M	Sell	10,770 -3,194	-23%	-$318K	0.02%	286
2021 Q4	$1.43M	Buy	13,964 +2,679	+24%	+$312K	0.03%	236
2021 Q3	$1.26M	Sell	11,285 -1,050	-9%	-$121K	0.03%	279
2021 Q2	$1.4M	Sell	12,335 -653	-5%	-$69.7K	0.03%	268
2021 Q1	$1.33M	Sell	12,988 -876	-6%	-$91.6K	0.03%	253
2020 Q4	$1.42M	Sell	13,864 -4,370	-24%	-$416K	0.03%	231
2020 Q3	$1.58M	Sell	18,234 -1,170	-6%	-$98.8K	0.04%	211
2020 Q2	$1.53M	Sell	19,404 -840	-4%	-$60.9K	0.05%	202
2020 Q1	$1.23M	Sell	20,244 -1,110	-5%	-$80.9K	0.04%	220
2019 Q4	$1.63M	Sell	21,354 -200	-0.9%	-$14.7K	0.05%	216
2019 Q3	$1.52M	Sell	21,554 -306	-1%	-$22K	0.05%	217
2019 Q2	$1.56M	Sell	21,860 -384	-2%	-$26.7K	0.05%	219
2019 Q1	$1.51M	Buy	+22,244	New	+$1.43M	0.05%	222
2017 Q1	–	Sell	-6,594	Closed	-$321K	–	136
2016 Q4	$321K	Hold	6,594	–	–	0.02%	104
2016 Q3	$321K	Buy	+6,594	New	+$320K	0.02%	113

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

Kovitz Investment Group Partners's IWP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 86,808 shares — an estimated $12.4M sold.

Kovitz Investment Group Partners first reported a position in IWP in Q3 2016 and held it in 29 quarters. The position peaked at $12.4M in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 86,808 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $12.4M.
Kovitz Investment Group Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and held it in 29 quarters.
Kovitz Investment Group Partners's iShares Russell Mid-Cap Growth ETF position peaked at $12.4M in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.