Moneywise Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Moneywise Inc’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	-51,335	Closed	-$7.31M	–	85
2025 Q3	$7.31M	Sell	51,335 -573	-1%	-$81K	3.31%	9
2025 Q2	$7.2M	Buy	+51,908	New	+$6.57M	3.38%	9
2024 Q3	–	Sell	-13,899	Closed	-$1.53M	–	62
2024 Q2	$1.53M	Buy	13,899 +6,272	+82%	+$689K	0.81%	24
2024 Q1	$871K	Buy	7,627 +4,819	+172%	+$521K	0.47%	35
2023 Q4	$293K	Buy	+2,808	New	+$266K	0.17%	44

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

Moneywise Inc's IWP Position: Q4 2025 in Review

Moneywise Inc sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 51,335 shares — an estimated $7.31M sold.

Moneywise Inc first reported a position in IWP in Q4 2023 and held it in 5 quarters. The position peaked at $7.31M in Q3 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Moneywise Inc reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Moneywise Inc sold 51,335 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $7.31M.
Moneywise Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
Moneywise Inc's iShares Russell Mid-Cap Growth ETF position peaked at $7.31M in Q3 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Moneywise Inc's 13F filing for Q4 2025, filed 5 Feb 2026.