Morris Financial Concepts’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Morris Financial Concepts’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	-8	Closed	-$1.01K	–	200
2024 Q4	$1.01K	Hold	8	–	–	﹤0.01%	182
2024 Q3	$938	Hold	8	–	–	﹤0.01%	191
2024 Q2	$883	Hold	8	–	–	﹤0.01%	159
2024 Q1	$913	Hold	8	–	–	﹤0.01%	163
2023 Q4	$836	Hold	8	–	–	﹤0.01%	160
2023 Q3	$731	Hold	8	–	–	﹤0.01%	150
2023 Q2	$773	Hold	8	–	–	﹤0.01%	152
2023 Q1	$728	Hold	8	–	–	﹤0.01%	148
2022 Q4	$669	Buy	+8	New	+$673	﹤0.01%	141

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

Morris Financial Concepts's IWP Position: Q1 2025 in Review

Morris Financial Concepts sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 8 shares — an estimated $1.01K sold.

Morris Financial Concepts first reported a position in IWP in Q4 2022 and held it in 9 quarters. The position peaked at $1.01K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Morris Financial Concepts reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Morris Financial Concepts sold 8 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $1.01K.
Morris Financial Concepts first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Morris Financial Concepts's iShares Russell Mid-Cap Growth ETF position peaked at $1.01K in Q4 2024.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Morris Financial Concepts's 13F filing for Q1 2025, filed 29 Apr 2025.