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L.J. Altfest & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

L.J. Altfest & Co’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
Q3 		– Sell
-1,604
Closed -$222K – 357
2025
Q2 		$222K Buy
+1,604
New +$203K 0.03% 313

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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

L.J. Altfest & Co's IWP Position: Q3 2025 in Review

L.J. Altfest & Co sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 1,604 shares — an estimated $222K sold.

L.J. Altfest & Co first reported a position in IWP in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

  • L.J. Altfest & Co reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 1,604 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $222K.
  • L.J. Altfest & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • L.J. Altfest & Co's iShares Russell Mid-Cap Growth ETF position peaked at $222K in Q2 2025.
  • 1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.