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Montag & Caldwell’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Montag & Caldwell’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
-675
Closed -$85.6K – 137
2024
Q4 		$85.6K Buy
+675
New +$85.8K 0.02% 100

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Montag & Caldwell's IWP Position: Q1 2025 in Review

Montag & Caldwell sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 675 shares — an estimated $85.6K sold.

Montag & Caldwell first reported a position in IWP in Q4 2024 and held it in 1 quarter. The position peaked at $85.6K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • Montag & Caldwell reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Montag & Caldwell sold 675 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $85.6K.
  • Montag & Caldwell first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Montag & Caldwell's iShares Russell Mid-Cap Growth ETF position peaked at $85.6K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Montag & Caldwell's 13F filing for Q1 2025, filed 13 May 2025.