My Personal CFO LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

My Personal CFO LLC’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	-5,017	Closed	-$714K	–	138
2025 Q3	$714K	Buy	+5,017	New	+$709K	0.28%	49

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

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

My Personal CFO LLC's IWP Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 5,017 shares — an estimated $714K sold.

My Personal CFO LLC first reported a position in IWP in Q3 2025 and held it in 1 quarter. The position peaked at $714K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

My Personal CFO LLC reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 5,017 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $714K.
My Personal CFO LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
My Personal CFO LLC's iShares Russell Mid-Cap Growth ETF position peaked at $714K in Q3 2025.
1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.