MAS Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MAS 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 Q1	–	Sell	-1,678	Closed	-$213K	–	67
2024 Q4	$213K	Sell	1,678 -1,678	-50%	-$213K	0.36%	69
2024 Q3	$394K	Hold	3,356	–	–	0.84%	45
2024 Q2	$370K	Hold	3,356	–	–	0.88%	45
2024 Q1	$383K	Hold	3,356	–	–	0.44%	49
2023 Q4	$351K	Hold	3,356	–	–	0.45%	46
2023 Q3	$307K	Hold	3,356	–	–	0.44%	45
2023 Q2	$324K	Sell	3,356 -1,678	-33%	-$153K	0.45%	42
2023 Q1	$458K	Hold	5,034	–	–	0.45%	49
2022 Q4	$421K	Sell	5,034 -150	-3%	-$12.6K	0.4%	50
2022 Q3	$407K	Buy	5,184 +150	+3%	+$12.9K	0.27%	59
2022 Q2	$398K	Hold	5,034	–	–	0.36%	53
2022 Q1	$513K	Buy	5,034 +1,599	+47%	+$159K	0.39%	51
2021 Q4	$397K	Buy	+3,435	New	+$401K	0.29%	61

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAS Advisors's IWP Position: Q1 2025 in Review

MAS Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 1,678 shares — an estimated $213K sold.

MAS Advisors first reported a position in IWP in Q4 2021 and held it in 13 quarters. The position peaked at $513K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

MAS Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
MAS Advisors sold 1,678 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $213K.
MAS Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 13 quarters.
MAS Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $513K in Q1 2022.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on MAS Advisors's 13F filing for Q1 2025, filed 14 May 2025.