Napatree Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Napatree Capital’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	$608K	Sell	5,174 -2,801	-35%	-$360K	0.34%	79
2024 Q4	$1.01M	Sell	7,975 -516	-6%	-$65.6K	0.59%	41
2024 Q3	$996K	Sell	8,491 -3,616	-30%	-$404K	0.69%	36
2024 Q2	$1.34M	Sell	12,107 -331	-3%	-$36.4K	1.08%	24
2024 Q1	$1.34M	Sell	12,438 -78	-0.6%	-$8.44K	1.29%	21
2023 Q4	$1.31M	Buy	+12,516	New	+$1.19M	1.31%	19

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 $79.5B AUM 27.1% 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

Napatree Capital's IWP Position: Q1 2025 in Review

Napatree Capital reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 35% in Q1 2025, selling an estimated $360K and leaving 5,174 shares worth $608K. The position accounts for 0.34% of the portfolio, ranked #79.

Napatree Capital first reported a position in IWP in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Napatree Capital held 5,174 shares of iShares Russell Mid-Cap Growth ETF worth $608K as of Q1 2025.
Napatree Capital sold 2,801 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $360K.
iShares Russell Mid-Cap Growth ETF made up 0.34% of Napatree Capital's portfolio in Q1 2025, its #79 holding.
Napatree Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 6 quarters since.
Napatree Capital's iShares Russell Mid-Cap Growth ETF position peaked at $1.34M in Q1 2024.
1,086 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.