Marshall & Sterling Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Marshall & Sterling Wealth Advisors’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	-23	Closed	-$3.19K	–	668
2025 Q2	$3.19K	Hold	23	–	–	﹤0.01%	517
2025 Q1	$2.7K	Hold	23	–	–	﹤0.01%	522
2024 Q4	$2.92K	Buy	+23	New	+$2.92K	﹤0.01%	286

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 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

Marshall & Sterling Wealth Advisors's IWP Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2025, closing a stake of 23 shares — an estimated $3.19K sold.

Marshall & Sterling Wealth Advisors first reported a position in IWP in Q4 2024 and held it in 3 quarters. The position peaked at $3.19K in Q2 2025. 1,164 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Marshall & Sterling Wealth Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 23 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $3.19K.
Marshall & Sterling Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $3.19K in Q2 2025.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.