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Martin Worley Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Martin Worley Group’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
Q2 		$451K Hold
3,249
– – 0.22% 64
2025
Q1 		$382K Sell
3,249
-2,221
-41% -$286K 0.22% 66
2024
Q4 		$693K Buy
+5,470
New +$695K 0.43% 50

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Martin Worley Group's IWP Position: Q2 2025 in Review

Martin Worley Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2025 at 3,249 shares worth $451K. The position accounts for 0.22% of the portfolio, ranked #64.

Martin Worley Group first reported a position in IWP in Q4 2024 and has held it in 3 quarters since. The position peaked at $693K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

  • Martin Worley Group held 3,249 shares of iShares Russell Mid-Cap Growth ETF worth $451K as of Q2 2025.
  • Martin Worley Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2025.
  • iShares Russell Mid-Cap Growth ETF made up 0.22% of Martin Worley Group's portfolio in Q2 2025, its #64 holding.
  • Martin Worley Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Martin Worley Group's iShares Russell Mid-Cap Growth ETF position peaked at $693K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.